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Technology Stocks : IDTI - an IC Play on Growth Markets
IDTI 48.990.0%Mar 29 5:00 PM EST
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To: Scumbria who wrote (9095)7/7/1998 8:47:00 AM
From: wmf  Read Replies (1) of 11555
 
>>National has made statements that the die size of PCOAC will be
>>quite small. If so, yields should not be a problem for them. The
>>more serious problem is likely to be time to market for a very >>complex chip.

Do you have any info about how small ? Where will they get their
memory technology from ? Going to a very small die will be
challenging because that will require very small linewidths. At those
linewidths execution and indeed yield will be the issue for sure. At
a given design with given linewidts there is not much of an intrinsic
die area benefit to the "system-on-a-chip" technology except maybe
some bond pads.


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