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

To: Dan3 who wrote (64299)	11/25/2001 5:09:23 PM
From: Dan3	Read Replies (2) \| Respond to of 275872

Intel gives in and will follow AMD's lead to SOI-based transistors. SANTA CLARA, Calif. -- In a move to address the power concerns of future microprocessors, Intel Corp. here today announced a new transistor structure that marks the company's initial use of high-k dielectrics, epitaxial wafers, and a real shocker--silicon-on-insulator (SOI) technology. Until now, Intel has dismissed SOI technology for use in processor design siliconstrategies.com Intel says "Thin SOI" superior to SOI: Officials from Intel denied that it's behind AMD, IBM and others in this space, claiming that it will skip traditional SOI wafers and move to a next-generation technology called "thin SOI" or fully-depleted SOI. siliconstrategies.com Thanks to Semicoeng on the Intel thread.

To: Dan3 who wrote (64299)	11/26/2001 3:18:13 AM
From: Petz	Read Replies (1) \| Respond to of 275872

Thanks, Dan. There was a lot more AMD advertising this week than last, but it's still less than half. The lack of an AMD advertising campaign that compares AMD Athlon XP performance to Intel P4 performance on SDRAM, and also that compares Duron performance to Celeron performance, is a grave mistake by AMD. IMO, they could get Compaq, HP and others to help pay for it by directly comparing Athlon XP performance to computers made by DELL. Something like, "PC magazine compared the performance of an Athlon XP 1900+ system to DELL's most expensive Pentium 4 2000 MHz system and found that Athlon XP won in X of Y tests. In fact, 3 of 4 DELL 2 GHz Pentium 4 systems are so slow, that every single Athlon XP system made by HP, Compaq and Micron beats them by a large margin in the majority of computer benchmarks." Expecting the retailers to promote quantispeed is ridiculous. Every print ad in Best Buy and Circuit City has to have a footnote like, "QuantiSpeed architecture operates at 1.4 GHz." I think AMD should use the other OEM's fear and hatred of DELL to finance an advertising campaign. Petz