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Re: wbmw post# 1050

Tuesday, 10/01/2002 5:59:02 PM

Tuesday, October 01, 2002 5:59:02 PM

Post# of 151694
Your previous point was a good one. Being a couple months away means AMD is praying that a top metal layer fix will solve their problem but in my experience a metal layer only stepping change buys only a little. A full layer stepping change is much more likely to give big gains but that takes more time for Fab as well as validation etc. They are just barely getting 2400+s out the door and it's not a good bet that they will be able to ship 2800+ in anything resembling volume in the near term.

EP


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