Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 254.88

-1.8%

11:54 AM EST

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To: THE WATSONYOUTH who wrote (34052)	3/29/2001 2:09:18 AM
From: Dan3	Read Replies (2) of 275872

Re: There are bad theories. There is bad science. Both IBM and AMD have given strong signals that .13 without SOI doesn't buy much. AMD appears to have cancelled its initial .13 ramp, postponing it until SOI is implemented - they must have learned something. IBM offers non-SOI .13 foundry services for low performance parts and SOI .13 foundry services for high speed parts. Why SOI would suddenly become necessary at .13 I don't know, but there are some indications that such is the case. Regards, Dan PS - Particularly hilarious is that shortly after both IBM and AMD announced they were going to SOI on .13, Intel released some research with great fanfare saying they weren't because very low K devices on .9 didn't benefit from SOI. They were silent on what good it might do for .13 on moderate K substraits.

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