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

To: dale_laroy who wrote (37539)	4/26/2001 9:43:24 PM
From: fyodor_	Respond to of 275872

Dale: The reason for this is that Intel will be transitioning from 0.18-micron with aluminum interconnects to 0.13-micron with copper interconnects, AMD will be transitioning from 0.18-micron with copper interconnects to 0.13-micron with copper interconnects. I expect you are correct, at least as far as heat dissipation (and, of course, die size) is concerned. However, I do feel an urge to point out that there is a lot we don't know about AMD's non-SOI process - or is it likely that it will be identical to the SOI process, save the SOI? What about Black Diamond? If AMD's bulk-Si .13&#181 process is as aggressive as the SOI process (again, save the SOI) and it uses a real lowK dielectric, it could be quite competitive with Intel's 860 (if I remember my Intel process nomenclature correctly). -fyo