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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.76-1.1%Nov 21 9:30 AM EST

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To: kapkan4u who wrote (37671)4/28/2001 8:49:47 AM
From: combjellyRead Replies (1) of 275872
 
" If they switched to IBM at this late stage, it would be a very bad indicator to me."

This might be the case. When the (minimal) details of the process were announced last year, it was described as a "Motorola-AMD" process without any mention of IBM. In addition, the thickness of the oxide indicated that it was done in situ instead of as a separate processing step (Hans DeVries posted something here about that, something about atomic windows). Now, there is some mention about an SOI process licensed from IBM. Now it might have been that way from the beginning...

Edit: here is the link. Message 14782260
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