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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Gopher Broke who wrote (49682)8/2/2001 7:08:58 PM
From: kapkan4uRead Replies (3) | Respond to of 275872
 
<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.>

Are you kidding? Designing Hammers exclusively for SOI, constructing an additional floor at Dresden and stuffing it with oxygen implanters is not a bit deal for you? Allocating process and device research dollars to SOI and away from bulk for 3 years is not a big deal? Happy investing then.

Kap



To: Gopher Broke who wrote (49682)8/3/2001 12:41:44 AM
From: Paul EngelRead Replies (2) | Respond to of 275872
 
Re: "In fact, wasn't there an equally unjustified claim about copper being no advantage at .18? "

1.8 GHz Pentium 4's - with Aluminum Metallization - built on their standard 0.18 micron process - is proof positive of Intel's claims.


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