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

To: Elmer who wrote (139655)	7/19/2001 2:07:16 AM
From: Saturn V	Read Replies (1) \| Respond to of 186894

Elmer I agree that the yields on SOI in a high volume environment is a big question mark, and AMD is taking a gamble. However AMD did take a big gamble with Dresden on Copper. Given the erratic performance of the Austin Fab on a conventional process, the Dresden gamble looked desperate. However Dresden's performance has been AMD's savior. So AMD is willing to take another gamble and is hoping for another Dresden miracle.

To: Elmer who wrote (139655)	7/19/2001 10:00:11 AM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: Intel will be shipping 2GHz P4s on their .18u process this quarter... ...with the performance of AMD's 1.4GHZ processor. But a lot of the market will pay much more attention to the GHZ number than the actual performance of the chips. So, in terms of the market, you are correct. But in terms of this demonstrating anything about the relative capabilities of each company's FABs, it does not. AMD also achieves the same performance with 70% less die area and a single memory channel. You also continue to claim that AMD uses .13 transistors in their .18 process. You can expect them to use .09 transistors in their .13 process - one of the reasons why they prefer SOI.