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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.53+1.5%Nov 28 9:30 AM EST

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To: Win Smith who wrote (73079)3/3/2002 11:58:24 PM
From: Ali ChenRead Replies (2) of 275872
 
Thanks Win. BTW, what do you think about current IDF?

I have a very strong feeling of being scumbagged.
When watching the webcast, it looks like a pop-show,
with paid artist doing standard tricks like jumping
out to the scene under rehearsed applauds. I wonder
what they will do next time? Learn how to make
double flip when entering arena? Hey, they even look
like popular TV-show actors: Mike Fister == French Stewart from
"3rd rock", Steve Brown == Matt Perry ("Whole Nine Yards")

Now, why all this high praising of Moore "law",
when technology moves close and close to it's physical
limit? Yes, progress is possible, but at what price?
Molecular transistor, quantum transistors, BS transistors...
It looks like throwing scaling numbers, 200 - 300 - 500mm, or
Micro - Sub-micro - Nano -what's next? Sub-nano, Pico-?,
then Femto-transistors? What is the next scientific prefix
for extra 10^-3?
I see a pattern here: close to dead end - more
public talking. Can you spell "Enronizm"?

Then, the clean room video clip. Tray transportation of wafers?
Two years after AMD implemented it?

What will continue to drive PC industry? - excitement! What?
Two HDTV movies on one screen... exciting? Just P4, no
specialzed (can I suggest "cheap"?) hardware is needed,
very exciting!

Again, what happened to all those colored space-saucer
shaped "concept" PC shown at IDF few years ago? The
new "2003 concept"? CPU is placed near the air intake?
What a new idea! Dell was struggling for years building
air ducts inside PC box, ASUS making ducts, thanks to
the stupid ATX form-factor. I wonder who proposed that
ATX <ggg>?.

Heat sinks. Wonderful. HP invented the radial curved fins
when? Two-three years ago, right? Japanese Alpha heatsinks
were making copper cores for years too. Heat pipe-based
sinks are on sale at Fry's. Now Intel is showing same
things as future ideas...

And this pathetic example to show off pictures of your
family to a buddy you've not seen in years? Why don't
you keep few photos in your wallet, much cheaper BTW...
After all, if your old buddy has not find time to be
in touch with you, maybe he is not really interested
in seeing faces of your relatives?

Now, "new technologies"...Miniaturized Bragg cell, what
a discovery! And where the excitement is? Price drop from
$10,000 to $1,000? I am not going to buy this thing for
my home anytime soon, so what's the point? Where is
the volume? It looks like
Intel is in process of re-discovering things that were
known for decades inside national research labs...

Is this only my screwed impression, or anyone else have
similar concerns?

- Ali
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