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.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (34644)	7/17/1998 1:09:00 AM
From: Dale J.	Respond to of 1572505

Paul, you don't seem to be worried about it. I didn't think is was a big deal. After all, the article indicated the transition may take years and it will be complex, requiring hefty investments for new manufacturing tools. AMD doesn't have years to wait or money to spend. They need a 333 and 350mhz soon, or the fat lady will start to sing. Dale

To: Paul Engel who wrote (34644)	7/17/1998 7:08:00 AM
From: Maxwell	Read Replies (2) \| Respond to of 1572505

Dr. Engel: <<AMD is fessing up - they can't continue to lose ground to Intel by relying on their own development efforts. They desperately need help and they are seeking it.>> Remember a few months ago when I talked to you about Motorola is doing copper in production? Well looks like AMD is going after this technology for Dresden fab. With copper backend interconnect AMD will have the world most advanced process in CPU making. Copper will allow AMD to have a low cost in CPU making. Electromigration is practically nonexistent. Maxwell