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 (49678)	8/2/2001 4:54:35 PM
From: jamok99	Read Replies (1) \| Respond to of 275872

Kap, Good link. Worrisome article. <<"We've done some early work on the Spice models so that Sun engineers could evaluate the technology, and together we've come to the conclusion that the advantages of SOI get smaller and smaller as you shrink [geometries]," Buss said.>> I'd be very interested in the opinions of the technologically literate on the thread as to whether the issues raised in the article are legitimate worries/disadvantages for SOI or whether this is PR cover for non-SOI advocates. Jamok

To: kapkan4u who wrote (49678)	8/2/2001 6:08:19 PM
From: Gopher Broke	Read Replies (2) \| Respond to of 275872

I don't like this. A bad bet on SOI can ruin AMD. What's the big deal? AMD have 6 months of non-SOI .13 production before the SOI process is introduced. SOI is not until 2H02, which is at least 9 months away. If SOI does not deliver what IBM/AMD claim then that will be borne out in the current engineering samples and there is still time to switch horses. amd.com Also, I have always had the greatest respect for IBM's R&D. If they say SOI is the dogs bollocks then I am inclined to believe that over the rather nebulous extrapolations you find in Intel's research papers. In fact, wasn't there an equally unjustified claim about copper being no advantage at .18?