Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: kapkan4u who wrote (43490)	6/8/2001 10:01:33 PM
From: milo_morai	Respond to of 275872

<font color=blue>EXCERPT: Analyst: Intel Is Caught Between a Rock and a Hard Place Friday June 8, 6:39 pm Eastern Time Brought to you by ON24 biz.yahoo.com Milo

To: kapkan4u who wrote (43490)	6/9/2001 1:38:55 AM
From: Charles R	Respond to of 275872

Kap, <I think that TWY has it exactly right.> I don't know about that. I am looking forward to TWY's response to my question(s). < I am surprised that you expect otherwise. This is how I understand all new designs are ramped: from conservative to aggressive.> Typically one doe not ramp a new design on a new process. On a proven process, if an aggressive channel length is being used successfully with Thunderbird, I do not see much of a reason to be more conservative than that. Also, I consider Palomino to be an incremental step so the reason to be conservative is not that high. There should not be a whole lot of new paths to check out. These are all my non-process expert opinion. I have my ears perked up to hear what the process guys have to say about this. Chuck