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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.18-0.5%Dec 31 3:59 PM EST
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To: kapkan4u who wrote (49727)8/3/2001 1:09:25 PM
From: PetzRead Replies (2) of 275872
 
Intel's own statments about SOI prove that it is advantageous to AMD.
Didn't Intel say it was not "worth it" because it "only" gave a 1/2 generation improvement in performance, i.e., clock speed?

To me, a 1/2 generation of performance increase is WELL WORTH IT!

For Intel, the 0.25 generation P3 went from 600 MHz to 1 GHz on 0.18u. "Half a generation," by that indication, is about 30%.

As I said previously, even a 20% increase in clock speed would raise ASP's 60%.

Also, AMD will be getting a "half generation" worth of improvement in less than a half-generation period of time. It took 2 years to move from 0.25 to 0.18, or from 0.18 to 0.13. Getting "half a generation" worth of improved performance for 1/4 the time period is a bargain.

Perhaps it would be only marginally advantageous to go to SOI if SOI could not be applied to the next generation as well (0.10). But I believe AMD and IBM have solved the small-geometry problem.

Petz
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