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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Proud_Infidel who wrote (33083)11/8/1999 11:55:00 AM
From: Gottfried  Respond to of 70976
 
Brian, LOL: >AMAT is merely catching up after a period of underperformance<

Choose the right time frame and you can prove any point of view. :) Actually though, AMAT's Y2K P/E isn't all that high.

G.



To: Proud_Infidel who wrote (33083)11/8/1999 12:51:00 PM
From: Iceberg  Read Replies (1) | Respond to of 70976
 
Brian, AMAT "catching up"? I don't see it in the chart your presented. I think this chart is more revealing...

siliconinvestor.com

If this AMAT chart isn't unsustainable, I don't know one that is.

Ice



To: Proud_Infidel who wrote (33083)11/8/1999 1:28:00 PM
From: Jeffrey D  Read Replies (1) | Respond to of 70976
 
Copper has arrived. Jeff

<<
Chipworks Investigates Motorola's First Copper Memory Chip

--------------------------------------------------------------------------------

Story Filed: Monday, November 08, 1999 10:17 AM EST

OTTAWA, Nov 8, 1999 (BUSINESS WIRE) -- Chipworks Inc. an internationally recognized technical services company specializing in reverse engineering for the semiconductor and electronics market today announced that they have released a report describing the state-of-the-art interconnect technology found within the Motorola 8M SRAM copper chip.

"This device is designed to provide high performance in secondary cache and ATM switch, telecommunication, and other high speed memory applications and is fabricated in Motorola's high performance 0.15 microns silicon gate CMOS technology with copper interconnect" stated Julia Elvidge, Chipworks' director of marketing and sales.

According to Ms. Elvidge, "the Motorola copper device is an 8M-bit synchronous static RAM organized as 256K words by 36 bits. It is manufactured in 0.15 microns CMOS technology and incorporates four copper interconnect layers, a tungsten local interconnect layer, and one polysilicon layer. The CMOS 6-T memory cell is comprised of four n-channel and two p-channel transistors with shallow trench isolation (STI).

"What makes this chip so important is that it is the first copper memory chip available to the commercial market" stated Ms. Elvidge. Motorola is currently producing only two parts in copper, the 8M SRAM memory device and more recently the Power PC G4 processor. Motorola is presently experiencing difficulty shipping the required volumes of the new Power PC G4 for Apple Computers, which is likely attributed to problems with the copper process" said Ms. Elvidge.

"Bigger is not necessarily better in the semiconductor industry. Manufacturers are constantly in a race to produce smaller and faster devices as the market place demands smaller more portable end products" stated Ms. Elvidge. "Until the Motorola 8M SRAM, memory chips have been constructed using aluminum interconnect, however very narrow, thin, and long metal interconnect lines are becoming a limiting factor in high performance as well as high performance microprocessors. Copper is a better conductor of electricity therefore making it the natural successor to aluminum. Manufacturers have delayed using copper because of major manufacturing; including migration problems and difficulties in depositing and etching the metal" confirmed Ms. Elvidge.

About Chipworks Inc. Headquartered in Ottawa, Canada, Chipworks is a technical services company that analyses the circuitry and physical composition of semiconductors chips and electronics systems for a wide range of applications in intellectual property licensing, patenting, competitive study, and reliability assurance. Chipworks' technical experts use sophisticated lab facilities and a rich library of in-house semiconductor data to conduct high value analyses of a wide selection of chip types. For additional Company information, Chipworks web site is at chipworks.com.

Chipworks was recently named one of Canada's top 50 fastest growing technology companies by Deloitte & Touche. In 1998 Chipworks received the Gold Award for Exporter of the Year from the Ottawa-Carleton Board of Trade, as well as the Ontario Global Traders Award of Merit for Leadership.

Copyright (C) 1999 Business Wire. All rights reserved.