Replies to post #4296 on Intel Corp (INTC)

[wbmw]

AMD: Too Smart for Its Own Good?

It's banking on Clawhammer, the first 64-bit chip for desktops, but analysts fear the revolutionary processor may be ahead of its time

http://yahoo.businessweek.com/technology/content/mar2003/tc2003036_5348_tc055.htm

Edit: interesting quote for investors.

AMD has only $1 billion in cash and equivalents, and $1.8 billion in long-term debt. Geraghty estimates that if it keeps to its current capital-spending plan, AMD will use up $800 million of that reserve in 2003 -- with no plans to turn cash-flow-positive until mid-2004.

[burn2learn]

Are you saying that 300mm isn't suited for a .13u process?


This is a complex answer..I thougt you had access to the information that would detail my ..nudge.

1260 and 860 were developed seperately kinda...you know Intel with CE!, surely it can't be maintained here with different tool sets. What I'm saying is the next greatest thing is 90nm...only a 300mm process. So you have to respect the technical barriers tranferring this to serveral sites (droids dont understand). As 300mm ramps I assume the priority is 90nm ramp not .13 so how much volume goes to .13? Also you need to know that .13 is generic, there are transistor revs...thats one how we increase speed....tie process improvements to tranistor revs and low and behold 3.2 gig. Does 300mm track the same line of transistor revs as 200mm, my guess is no because the only purpose of .13 300mm is to show some yield..not world class performance...that is the 200mm fabs.

I've said too much gotta go