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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (74923)10/11/1999 12:38:00 AM
From: Process Boy   of 1576619
 
Jim - RE: Paul Packan paper, i.e., "Is Intel process technology run out of gas?"

Jim, this is an industry concern. Physical limits are being approached by all concerned subsequent to .13um technology. This isn't so much an MAD vs. Intel question, but if you want to make it that way...

I feel much better about Intel finding the answers to these issues with the R&D dollars it has to throw at the respective problems, than I would most of Intel's competitors.

AMD has MOT for its process technology arm, so this is a plus in AMD's favor, by the fact that MOT does have a large R&D budget. IBM is another.

I am speculating that if the issues facing the industry end up being real show stoppers, that you'll see many more technology sharing agreements on process technologies.

Just a WAG.

Keep in mind, this was a scientific paper.

PB
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