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Technology Stocks : Intel Corporation (INTC)

INTC 37.20

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11:25 AM EST

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To: Saturn V who wrote (139651)	7/19/2001 1:52:22 AM
From: Elmer	Read Replies (2) of 186894

Elmer, we have to give credit where its due. IBM has indeed been a great innovator and leader in silicon process technology. I agree credit is due but the point I am making is about IBM's (in?)ability to manufacture in high volume, not develop. AMD is not in need of simply new technology, they have to be able to put that into high volume manufacturing, and that's exactly why Intel snubbed SOI. IBM does great research and development but publishing papers is not the same thing as ultra high volume manufacturing at a cost competitive price. We don't have any reason to believe IBM and their process inovations are competitive here and AMD can't stay in the game on fancy process alone. I know as a fact that Intel has had a SOI process for some time and they have chosen not to use it. Their process development people didn't just fall off the turnip truck. They don't use it for a reason. The reason appears to me to be that their P4 design is extremely scaleable and their .13u process is working well enough that they aren't in the desperate position AMD is. AMD is already at .13u with their transistors and they are 100s of MHz behind Intel's .18u process. Intel will be shipping 2GHz P4s on their .18u process this quarter and AMD's equivilant process(really just a shrink because they are already there on their transistors) is far behind. SOI is a desperate grasp for anything that might help keep AMD from falling farther behind at an even faster rate. The old second derivative thing. The AMD fans who hold SOI up as their savior are deluding themselves. It's expensive and doesn't buy much or Intel would already be doing it. EP

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