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Technology Stocks : Intel Corporation (INTC)
INTC 36.31+0.4%11:02 AM EST

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To: milo_morai who wrote (150154)11/28/2001 4:12:45 PM
From: fingolfen  Read Replies (2) of 186894
 
Well Elmer said your the expert, lets hear your explanation of how IBM's engineer's are idiots and INTC's are geniuses.

Never said that IBM's engineers are idiots... just that they may not have approached the problem from the same angle that Intel did. I would say that in all honesty the top people at IBM and the top people at Intel are in the very top percentile for intelligence and motivation.

Intel thinks it has something. At the very least, the high-k gate is going to be vital for the industry very soon. The alternative is the end of Moore's law. Everyone knows that, so IBM attacking that is somewhat hypocritical as they have to be working on it as well.

IBM has invested a lot into current SOI technology. If Intel has found a way to make a technology IBM dropped work, it represents a competitive threat.

Anytime IBM makes a technology announcement, Intel tries to minimize it. The same holds true in reverse. At the end of the day both Intel and IBM have turned out the highest performing logic processes in the world. It's called "professional rivalry" and is very common in the academic and engineering communities. Top end semiconductor research lies at the nexus of those two communities.
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