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

To: rsi_boy who wrote (18005)	11/7/2000 7:46:50 AM
From: combjelly	Read Replies (2) \| Respond to of 275872

" anybody want talk how Mot's soi is treating Apple these days?" The problems that Motorola has been having with the G4 is on the 0.18 micron copper process that AMD is using in Dresden. Motorola is planning on using the SOI with the 700MHz+ version of the G4 that they will introduce soon. No one knows if they will have similar problems or not. Your final point, however, still stands. It is interesting that McKinley (a.k.a. The Real Itanium) is being delayed. I guess 0.13 micron is tougher than anticipated, AMD has apparently canned their 0.15 process in favor of 0.13 micron and that seems to be later than initially planned. While Intel is still making noises about 0.13 micron Tulatin in early 2001, they have also pushed back plans for a P4 and apparently McKinley on 0.13 micron, both of which seem to need it more than the PIII. Makes you wonder...