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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.32-0.2%Dec 30 3:59 PM EST
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To: Elmer who wrote (49542)8/1/2001 11:01:16 PM
From: YousefRead Replies (1) of 275872
 
Elmer,

Re: "At the end of the day, when you add in the additional R&D costs,
and the additional costs of designing with SOI, we decided we are better
off sticking with bulk and pushing that as fast as we can."

This is something that Intel excells at ... Understanding the technical
trade-offs and then selecting the path with the highest risk/reward
benefit. In this case, the risks are very high (yield, reliability, cost, ...)
and the rewards are not great. This sounds just "perfect" for
AMD to pursue, they always do like the "hype". <ggg>

Make It So,
Yousef
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