Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: neolib who wrote (236948)	7/24/2007 11:37:56 AM
From: neolib	Read Replies (1) \| Respond to of 275872

For the record, I'm long Intel for the first time in a very long while. Bought 1/2 @ 25 and 1/2 @24.5 a few days ago. I've finally gotten set up for options as well, with an eye towards buying AMD puts. However, Hector does seem to be working pretty hard for the shareholders in terms of strategic issues, even as the company has cratered on the tactical front. Makes for an interesting investment environment!

To: neolib who wrote (236948)	7/24/2007 11:50:44 AM
From: wbmw	Respond to of 275872

Re: Anyone on this board care to hazard how long it would take AMD to take a fully functional SOI design and port it to a bulk process? Is this more or less work than taking the same design and porting to a new node (say 65nm -> 45nm)? It is nearly as much work as a shrink design, because the design rules are all different. The libraries are different, the layout will need to be different, many design tweaks that work with SOI will need to be changed to be compatible with bulk, etc. Anyone who thinks going back to bulk is just a cakewalk for AMD will be sorely mistaken.

To: neolib who wrote (236948)	7/24/2007 12:39:35 PM
From: combjelly	Respond to of 275872

"Anyone on this board care to hazard how long it would take AMD to take a fully functional SOI design and port it to a bulk process?" The only touchstone we have on that is AMD apparently ported Barton to UMC's SOI process in about a year. It never reached production, so we don't know if it was buggy or not. I suspect the reason why it didn't make it is that AMD ran into the floating body problem again and didn't have the resources to debug it on two different processes. It certainly killed their promise to be SOI from top to bottom that year.