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

To: Pravin Kamdar who wrote (28029)	2/10/2001 10:17:03 PM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Pravin: "Who's going to make 100 million SOI wafers?" he said. "Ultimately it's a business decision." Considering that we know AMD is (almost done) installing oxygen implanters, AMD won't have that problem. -fyo

To: Pravin Kamdar who wrote (28029)	2/11/2001 1:14:28 AM
From: milo_morai	Read Replies (1) \| Respond to of 275872

Falcon NW "DDR SDRAM and AMD 761 Motherboards are HERE! See the whats new page for details." falcon-nw.com Milo

To: Pravin Kamdar who wrote (28029)	2/11/2001 9:54:55 AM
From: niceguy767	Respond to of 275872

Pravin: "Who's going to make 100 million SOI wafers?" he said. "Ultimately it's a business decision" 150 million microprocessors or more will be produced world wide in Y2001...AMD wants 30 to 40 million of those to be AMD microprocessors....Wrt SOI, being smaller is advantageous, it seems, at least in the initial stages of SOI evolution...(INTC's walls seem to be closing in from all directions!!!)

To: Pravin Kamdar who wrote (28029)	2/11/2001 10:56:47 PM
From: THE WATSONYOUTH	Read Replies (1) \| Respond to of 275872

I found the article about Intel losing HP's PA_RISC foundry business to IBM very interesting. Yes indeed. Contrary to the conclusions by the author, I see no diminishing in HP's PA RISC effort either in design or commitment. I think they are actively hedging their bets. As for IBM's Shahidi, I know him very well. In my opinion, he, at times, is subject to exaggeration. I still maintain that only a 10%-15% speed improvement(all other things equal) due to SOI will be realized. Also, the infrastructure needed to generate the quantity of wafers needed even for AMD's share of the x86 market is considerable and very much unappreciated by this thread. THE WATSONYOUTH