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To: THE WATSONYOUTH who wrote (138104)	6/25/2001 4:51:49 PM
From: tcmay	Read Replies (1) \| Respond to of 186894

<< When were you last current in this industry?...when did you retire? Your views are extremely dated. SiGe is mainstream all ready. I believe it will overtake GaAs in shipments for high speed communications applications this year. The fact that it integrates into conventional CMOS processes makes true system on a chip solutions a reality. Intel needs to get into this technology (either buying it or developing it themselves) in a big way if they want to compete in future high speed RF and mixed signal applications. Barrett has said this all ready. Where have you been sleeping? >> For wireless apps, a specialized chip application, it's like GaAs. For Intel's (or IBM's) main output of wafers, it's not going to get integrated-in anytime over the next several years. The same analysis could have been made about many niche technologies (SOS, MBE, I^2L, etc.) back in 1980. As for my background and current involvement, I'm an investor in a wireless company doing multi-GHz/ultrawideband chips. Their main need is for processing speed, at high integration densities. Pure blazing transistor speed is only need at the front-end (near the antenna), not at the back-end. (Sure, they'd take the pure blazing speed at the back-end if it cost the same as 0.18 micron CMOS, but it doesn't, and won't for many years.) The context of the hype du jour about IBM's "breakthrough" is that this represents a threat to Intel. It doesn't. As for your "Where have you been sleeping?" barb, you are about to enter my killfile. Bye! --Tim May

To: THE WATSONYOUTH who wrote (138104)	6/25/2001 7:15:10 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

WhassupYouth - Re: "Intel needs to get into this technology (either buying it or developing it themselves) in a big way if they want to compete in future " Intel IS INVOLVED in SiGe - with a 20% ownership of a pure SiGe foundry fab being built in Germany. Maybe AMD should get involved - or get left behind. Communicant to break ground on SiGe wafer fab {============================} By Jack Robertson, EBN Apr 10, 2001 (9:15 PM) URL: ebnews.com Communicant Semiconductor Technologies, Frankfurt (Oder), Germany, Tuesday said it will break ground this month for its new pure-play silicon-germanium wafer foundry at its German site. M+W Zander, fab consultant and construction contractor, has been selected for building the new plant. The foundry will have more than 86,000 square feet of clean room space. Communicant officials said initial production is expected in Q1 '03. Intel Corp. has a minority 20% stake in Communicant. Previously the German firm was reported to be solicited financing in Dubai, Arab Emirates. It wasn't known if the firm succeeded in gaining any Arab funding.