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

To: fingolfen who wrote (145916)	10/23/2001 3:04:50 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Intel has also generally run with a much thinner oxide than anyone else. I don't see AMD running at less than 15A for 0.13 micron. My impression also. Bottom line is if AMD is already running close to 70nm gates and near 15A oxides, they aren't going to get much (if anything) from a 0.13 micron bulk process. They're going to get some interconnect boost, but that will only help if their parts are heavily interconnect limited. In short, AMD will need SOI to get any performance boost from 0.13 micron. It's also unclear whether or not it will actually give them enough of a boost... I've asked this question many times(not to you) and never gotten a good answer - if SOI offers a performance boost, just where is the high performance product that has benefited from it? The highest performance processors, as measured by industry standard benchmarks, still come out of Intel's .18u fabs. EP