Advanced Micro Devices - Moderated (AMD) Message Board

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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: Paul Engel who wrote (49966)	8/6/2001 11:02:03 AM
From: AK2004	Read Replies (1) of 275872

Paul thanks, take a closer look at this bit: " Davari said IBM believes the use of SOI wafers adds about 10 percent to the overall process cost, compared with bulk silicon wafers, while improving performance by 20 to 30 percent. Those gains stem from a sharp reduction in parasitic-junction capacitance." I do not have to remind you that asps are exponentially increasing with performance. 20%-30% increase in performance may double asps or drive them up by 50%. And here we have it, 10% higher costs resulting in 50%-100% increase in revenue. Not a bad investment, eh? Regards -Albert

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