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Politics : Formerly About Applied Materials

AMAT 223.95

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Nov 21 9:30 AM EST

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To: daryll40 who wrote (48830)	7/7/2001 7:33:30 PM
From: Katherine Derbyshire	Read Replies (1) of 70976

IMO, Intel needs to spend more effort on architecture than on processing technology. While their latest chips run as fast as the process will allow, they don't use the full transistor density that the process gives them. That is, they are not fully exploiting the potential Moore's Law gains. (Don't believe me? Dig up the number of transistors per Intel MPU going back to the 8086. The rate of increase has really leveled off in the last few generations.) They're increasing the amount of memory per chip, but not the amount of logic (or at least they aren't increasing the amount of logic as fast as they theoretically could). Their architects haven't figured out how to make those "extra" transistors do something useful. I'm not a chip architect, so I'm not going to speculate what that "something useful" might be. The company that figures out the answer will be the one that creates the next killer app. Katherine

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