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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 249.66+7.6%Jan 21 3:59 PM EST

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To: Joe NYC who wrote (21760)12/6/2000 10:42:58 PM
From: FJBRead Replies (3) of 275872
 
Joe,

Don't you think this Si28 speculation is way overblown? I think it is, because such wafers would be available to anyone who wants them. Same thing with SOI, if the performance/cost factor is right, Intel can do it also. It might be more important to just focus on new designs and the basic process technology, because the substrate technologies are available to both MPU manufacturers.

Bob
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