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Technology Stocks : Intel Corporation (INTC)

INTC 37.81

-4.3%

Dec 12 9:30 AM EST

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To: Tony Viola who wrote (149324)	11/25/2001 12:43:36 PM
From: Elmer	Read Replies (1) of 186894

A good read for all those who think AMD is going to get equivalent performance from a foundry. eetimes.com More participation from the EDA industry is sorely needed because fabless IC makers are fast falling behind the IDMs in device performance. Desktop processors from Intel Corp. are exceeding 2 GHz at 0.13 micron, while fabless IC houses are lucky if they pass 500 MHz using a foundry with the same process node, Hutcheson said. "If you look at the stuff the fabless guys produce, they have typically half to one-quarter of the total performance of the transistors. The lag between the design and process is what's causing that gap," he said. And can AMD remain competitive while sustaining heavy losses? "And these days, IC makers have no choice but to spend wisely. "It takes half a billion dollars a year to stay within six months of the cutting edge if you're an IC maker," he said. "The days of walking into Applied Materials and plunking down a hundred million to get the tools and process are really gone." EP

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