Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.11

+0.1%

Dec 24 12:59 PM EST

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To: kapkan4u who wrote (49678)	8/2/2001 6:08:19 PM
From: Gopher Broke	Read Replies (2) of 275872

I don't like this. A bad bet on SOI can ruin AMD. What's the big deal? AMD have 6 months of non-SOI .13 production before the SOI process is introduced. SOI is not until 2H02, which is at least 9 months away. If SOI does not deliver what IBM/AMD claim then that will be borne out in the current engineering samples and there is still time to switch horses. amd.com Also, I have always had the greatest respect for IBM's R&D. If they say SOI is the dogs bollocks then I am inclined to believe that over the rather nebulous extrapolations you find in Intel's research papers. In fact, wasn't there an equally unjustified claim about copper being no advantage at .18?

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