Chic, you did yourself in when you said:
IBM and
AMD are the only companies that really have their house in order. They have stable copper based silicon, therefore process
shrinks, etc., should be much easier than their competitors.
1. AMD has yet to ship 1 (one) production microprocessor using copper interconnect. How can they be stable yet???
2. Copper will be important at 0.13 micron, but at 0.18, it's a wash with aluminum. IBM's copper based processors run at around 450 MHz. To be fair, they do more per clock cycle than Intel or AMD. Your own AMD and Intel have shipped 1 GHz. Copper was another of IBM's high profile/publicity technology items, like SOI, that doesn't amount to a hill of beans yet.
As for Sun, they have established a fiercely loyal customer following based on a robust OS, service and pretty good RAS. Great marketing, I might add. They'll have competition, like from Wildfire and S80, McKinley based next year, but who doesn't.
As for Cisco, knock yourself out shorting it. It's never going to eclipse its all time high, according to you.
You might try to find a subject other than chips and computers in which to try to be expert around here. SI is not your Yahoo or Raging Bull wrt posters that have technology experience. What's yours, may I ask?
Tony |
