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

To: combjelly who wrote (198209)	5/21/2006 9:43:43 AM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 275872

>> There are some reasons why it could be true. What kind of reasons ? variation in raw materials ? Or variation in the performance of equipment handling the materials ? >> Apparently, there are growing number of factors that affect bin splits as geometries shrink. Same question as above regarding factors. >> And those factors can vary from lot to lot and even wafer to wafer. Your wording suggests the variation might be in the input raw materials. Is that what you mean ? Or do you mean performance of the equipment varies ? >> Without something like APM, you get a high degree of variance and a lot of low clocking processors. Would you expect APM to help in variation in the raw material ? Or only in an on-going calibration of the equipment ? So it's back to the questions above. >> So "copy exact" might have reached the end of the line. Copy exact is an admission that the interaction of all factors is not fully understood. Confidence in APM has to founded on expectation that factors and interactions have been understood and quantified. That state is reached only when a process is mature. Does APM have a track record in 65 nm ? I think you're suggesting that 65 nm brings in factors that were not seen at 90 nm. Could these factors have been programmed into APM ? My guess is no, but there is no way to know until AMD 65 nm parts start showing up.