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Technology Stocks : Intel Corporation (INTC)
INTC 36.85+1.6%Dec 19 3:59 PM EST

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To: fingolfen who wrote (136942)6/7/2001 5:55:46 PM
From: Dan3  Read Replies (1) of 186894
 
Re: AMD has pushed the gate lengths of their 0.18 micron process to the 0.13 micron level

Pick one or the other. If AMD can get .13 performance out of their .18 process, they will likely get .09 performance out of their .13 process - given their early move to SOI, they might get .07 or .08 out of their .13 process.

Either AMD is ahead of Intel in process, in which case they are ahead, and may well stay ahead, and their processors have been seeing the benefit of that, but they are ahead.

Or they aren't ahead, and their processors have been doing as well as they have without benefit of a process lead.

You just can't pick one or the other, can you.

Clench your fists, grit your teeth, and pick one or the other.

:-)

PS - I think that we can both agree that 2 years ago AMD was behind Intel in process technology.

By comparison, TSMC is supposedly getting about .15 out of their .13 process - In other words, (somewhat the point I think you were trying to make) the .XX numbers don't tell the whole story.
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