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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 258.27+3.3%2:12 PM EST

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To: dougSF30 who wrote (218968)12/5/2006 2:08:49 PM
From: RinkRead Replies (2) of 275872
 
Remember this Intel 45nm + high-k slip?


realworldtech.com

Yes immersion is a risk. Still it's about the less riskiest from all new technologies from what I read. ASML 40nm immersion technology became available for sale this July; iirc this was about their 5th gen immersion product.

AMD/IBM had to make their 45nm choice during this summer, only slightly after Intel had to settle for their backup plan. Although I haven't read what choice AMD/IBM finally made every article presumes it's immersion (their first choice).

So what exactly are you basing your doubt on, gut feel alone? You can be right, but then again you have not even the slightest bit of hard data to doubt if immersion will slow 45nm beyond what AMD projected. Right?

Regards,

Rink
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