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

To: Elmer who wrote (141946)	8/19/2001 6:47:13 AM
From: Yousef	Read Replies (1) \| Respond to of 186894

Elmer, Re: "The problem is AMD has already spent most of the benefits of a .13u process and the full .13u is nowhere in sight." This should really worry the AMDroids ... If AMD has already "retrofitted" their .13um FETs into their .18um interconnect, then speed gains won't be coming as often from AMD. This along with being late on the full .13um process will give INTC a significant cost advantage without even using 300mm wafers. Make It So, Yousef

To: Elmer who wrote (141946)	8/19/2001 9:25:26 AM
From: Charles Gryba	Read Replies (1) \| Respond to of 186894

EP, the 1.5Ghz was supposed to be a Palomino which I would consider a new architecture like going from PII to PIII or from PIII to tualatin. I am not an expert but there must have been process changes also in order to get the power consumption down by 20%. Constantine

To: Elmer who wrote (141946)	8/19/2001 9:46:48 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: AMD has already spent most of the benefits of a .13u process You're hilarious. Out of one side of your face, you claim that copper is of no benefit on .18, while out of the other side you insist that .18 copper and .13 copper processes produce the same speed chips. Make up your mind. Either AMD was well over a year ahead of Intel getting to a highly beneficial process (and will likely repeat their success with SOI) or AMD is looking forward to a near term performance boost from a simple shrink to .13. If the key to getting good performance out of currently available FAB technology is copper interconnect rather than .13 lithography, then AMD is well over a year ahead of Intel, and Intel's recent technology introduction may represent the last gasp of an exhausted development team. Intel's big new news, copper, is very old news at AMD, where the next meaningful advance in FAB technology is from implementing SOI - another technology where Intel is far, far, behind AMD.