Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jim McMannis who wrote (29477)	3/4/1998 6:04:00 PM
From: john w. toigo	Read Replies (1) of 1572444

Thanks for your excellent post! I had a hunch that the IBM fab deal might mean more than just supply chain management, so it was good to see my own feelings reflected in print. I've been tracking some of the stories on copper's rise as a potential replacement for silicon, and have recently taken positions in SMTL, IPEC, and LRCX because the seemed likely to benefit. Since my background is more biotech than tech, though, I'm curious to learn more about the technology and it's potential market. Is there any relationship to the copper issue and the slot 1 and 7 issue that I read about (with great confusion)? With the noise over Rambus DRAM and SDRAM opening up the speedway, will copper become more essential in the same time frame? Haven't there been rumblings somewhere about a K7 or K8 - will they feature copper? Lastly, does anyone on the thread have a view about the potential effect upon copper futures - would a lot of copper be used in the process, etc? The futures have already been moving in the past week, but I haven't really studied the supply/demand situation yet - any views? Thanks

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next