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

To: Dan3 who wrote (139681)	7/19/2001 10:59:41 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Blow It Out Your Wazooo Dan - re: "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. " AMD is ALREADY using sub 0.09 micron transistors (Leff) on their 0.18 micron PaloMeatHead CPU. Call AMD - they'll tell ya !

To: Dan3 who wrote (139681)	7/19/2001 12:41:00 PM
From: fingolfen	Read Replies (2) \| Respond to of 186894

...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. Actually if you look at the benchmarks at Anand's site, the 1.8GHz chip is at parity or better on the overwhelming majority of benchmarks... the 2.0GHz will slap the 1.4GHz K7 silly... AMD also achieves the same performance with 70% less die area and a single memory channel. THAT'S a fair statement. In terms of overall performance moving forward, the K7 core isn't going to be able to keep up with the P4 core EXCEPT in perhaps performance/die area. 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. Actually that's not technically correct. As Leff decreases the benefits of SOI also decrease. Based on the numbers I've seen brandished about, AMD is using an ~85nm Leff currently to get high binsplits on the K7 core. Intel's 0.13 micron process is going to use 70nm gates (at least that's what the press releases have indicated). I honestly don't think AMD would be able to produce 0.09 micron generation gates next year to couple with their 0.13 micron generation backend, as a 0.09 micron node gate is expected to be ~50nm. You're really going to need 193nm to do that, and I honestly don't think either the steppers or the resists are up to snuff yet. The short answer, Intel gets a much bigger bang going to 0.13 than AMD. AMD's gains from SOI are not in evidence, and are not due for 12 months anyway. Intel's 0.13 micron parts are shipping NOW. Twelve months is an eternity in this industry. I'm not convinced that AMD's Q4 is going to be as rosy as they hope. Which is sad, as I own some AMD stock that really took punch to the nose recently... Maybe I'll be able to sell at a loss and use it as a tax write-off..