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

To: Artslaw who wrote (34081)	3/29/2001 7:50:36 AM
From: Neil Booth	Respond to of 275872

Let me disclose that I just went short AMD (as of yesterday), but not because of the SOI issue! With regard to Intel (which I'm eying for buying), Hi Steve! Can I be your counterparty :-) ;-) Neil.

To: Artslaw who wrote (34081)	3/29/2001 9:09:05 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: I don't like SOI because I think it's harder to use Thanks for the link. There was no discussion in the article of power savings from SOI, a more urgent need for AMD than Intel. The issue of a new layout being necessary would be a nightmare for Intel with its hand optimized circuits, but (relatively) simple for AMD with its greater reliance on automated tools. Like the etchers and depositioners (Intel) vs. polishers (AMD) difference, it may be that each company made the right decision given each company's constraints and needs. >>>AMD is not a company known for its process innovations anyway, so I'd take their acceptance with a grain of salt If you go back far enough, you'll find that Motorola got it's start in copper by buying the technology from AMD (at a time that AMD couldn't afford to continue development). I'm not sure what would bring forth such a statement about the company that implemented copper and pods as effective high volume / high performance technologies, but I think a lot of people would disagree with your statement. Regards, Dan