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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Pravin Kamdar who wrote (15400)	10/21/2000 2:13:57 PM
From: peter_luc	Read Replies (1) \| Respond to of 275872

Pravin Kamdar, "Trouble in low-k land" Thank you for the interesting link! Being not a technical expert myself I would be grateful for further explanations which effect these troubles in low-k land will have on the race between AMD and Intel. Could someone specially comment on the following part of the article: "Some companies, such as Intel and LSI Logic, will put off the shift to low-k dielectrics, sticking with a fluorinated silicon dioxide insulator for the 130-nm generation." Does it mean that Intel already has made the right decision and therefore is now having an advantage? Regards, Peter