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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: fingolfen who wrote (138133)	6/25/2001 11:26:15 PM
From: milo_morai	Respond to of 186894

Most likely a ASIC at 1st.(eom)

To: fingolfen who wrote (138133)	6/25/2001 11:57:26 PM
From: tcmay	Read Replies (1) \| Respond to of 186894

<< ..."Our view is that there is a basic shift taking place in the semiconductor industry, whereby the driver for technological advancements is no longer the PC but other applications such as high-speed networking. This is a case in point,” he said. Intel is talking 20GHz microprocessors in 2007 that will only be possible with new forms of lithography and gate-oxide materials, the spokesman said, while IBM can take its bipolar HBT transistors with SiGe and yield 100GHz chips by 2003, without lithography shrinks." I'm still investigating the question at this point. I do, however, want to echo the last statement of the article: "“(Ask them) whether their announcement is based on concepts that have been previously published in the technical literature, or what makes it a breakthrough. (Ask them) about gate lengths and how they’re measuring ‘fastest’,” she said. " Tim here: And ask them whether the SiGe devices are intended for chips with more than 100 million active devices. (Talk of "mixed-mode" is misleading, for obvious reasons.) Given that power dissipation remains a problem even with today's CMOS processors, ask yourself how the "always on" behavior of SiGe bipolar transistors fits into this model. Sure, GaAs and SiGe are useful for "front-end" functions, close to antennas and other transceivers. But there won't be a SiGe device with 100 million SiGe bipolar transistors on it. And 100 million is a low-end estimate for where processors will be by 2004, let alone by 2007. Looks to me from recent posts that the Intel bashers have realized AMD is not going to kill Intel, nor is Compaq/Alpha, nor is Sun. So now they're singing the praises of anything coming from IBM that looks faster, in any context, than what Intel is now shipping. I'll leave it to Paul and others to come up with some name for these IBM cheerleaders. (Until IBM abandons PowerPC and adopts IA-64. Then the Intel bashers will move on to some other dragon slayer du jour.) --Tim May