intel's past failure in dram, where process is king, would appear to support the advisors assertion.
Skeeter, re: the past failure in DRAM, I think I pointed out to you some time ago, that INTC left the DRAM biz about 15 years ago. Prior to 386, I think. In the mean time, they have become the KING of semiconductor manufacture. This is a pure result of process expertise. Since .5 micron, no one has come close to ramping volume on new processes quicker. This would include .35 and .25, and will soon include .18, although they have apparently hiccupped here a bit.
IMO, this so-called advisor, is a moron.
having said that, amd's mfrg process technology group appears to be on crack
LOL.
gary |
