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Technology Stocks : Intel Corporation (INTC)
INTC 36.20+0.1%Dec 26 9:30 AM EST
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To: wanna_bmw who wrote (146317)10/31/2001 3:08:17 AM
From: Dan3  Read Replies (2) of 186894
 
Re: Barrett: no advantage in SOI

What else could he say, "we didn't get started on SOI in time, and now we're screwed?"

SOI remains something of a question mark, but both Motorola and IBM are now shipping chips that seem to show considerable gains from SOI. But since the SOI chips have architectural differences as well as SOI, it's hard to know how much of the benefit is attributable only to SOI.

We should know in about 6 months.

Presently, AMD has a .18 CU process that is successfully competing with Intel's .13 CU process in Mobile and Intel's .18 AL process in desktops. AMD will have its .13 CU process next quarter.

AMD can keep staggering along indefinitely without SOI (but it won't make any real progress towards additional market share or profitability gains). Even without SOI, AMD will, be able to keep shredding Intel's balance sheet until Intel backs off on the price war - at which point both companies could start making money again.

If SOI does deliver to AMD the gains it seems to have given Motorola and IBM, AMD is ready to go with established mobile and SMP workstation/server programs for the first time in its history.

AMD could take off like a rocket if SOI works out well.
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