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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: THE WATSONYOUTH who wrote (138536)	11/2/2004 11:44:57 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

TWY, Can someone provide a reasonable estimate of the number and approx size(mm^2) of each chip AMD will provide in Q3/Q4 05? 90nm chips to be sold in Q3/Q4 2005 are: Winchester (512K L2): 84 mm^2 (official) 60% Opteron, San Diego? (1MB L2): 115 mm^2 (official) 10% Sempron (256K L2): 69 mm^2 (calculated) 25% Dual Core: (2 x 1MB L2): 215 mm^2 (???) 5% A couple of wild cards are E0 stepping, potential increase in number of metal layers and a very long shot - shrinking of SRAM cell sizes. These possible changes may affect the die sizes, and may go into production in Q3 or Q4. Joe