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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.94+0.1%Jan 20 3:59 PM EST

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To: Pravin Kamdar who wrote (18074)11/7/2000 3:56:49 PM
From: Bill JacksonRead Replies (3) of 275872
 
Pravin, There are risks in looking forward a year or two. As Fyodor says, what if intel has booked all the 193NM tools 'til 2001-2, leaving AMD with the phase shift method for .13.
Possibly phase shift with 193NM will give even smaller feature sizes?
Then again AMD might be able to leap a cycle and use the next smaller equipment if the 248 will serve for .13.
I see some of the Intel features will be 0.07 NM.
At what point do we reach the limits in feature size, with regards to stray alphas, electron channel wear etc? At 0.07 we must be getting close to some limts?

Bill
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