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Technology Stocks : Intel Corporation (INTC)
INTC 37.290.0%9:43 AM EST
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To: Elmer who wrote (169384)8/13/2002 3:01:17 PM
From: Yousef  Read Replies (1) of 186894
 
Elmer,

Re: "Do you think they will have problems yielding or just poor binsplits? Will SOI
be the generic process for the foundry?"

During the foundry "ramp-up" phase, AMD will experience overall yield
problems. Longer term, AMD just won't be able to offer as high a "speed"
processor for fear of bin split yields/stability. At .13um, SOI
won't be a generic process offered by the foundry. Foundries are
particularly driven by cost ... At .13um the foundry "generic process"
doesn't even use Epi wafers.

Make It So,
Yousef
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