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

To: Dan3 who wrote (149389)	11/25/2001 11:01:03 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Dan, Re: "When AMD has SOI, it's bad and unnecessary, but when Intel has SOI it's good and required." AMD's SOI process from IBM is expensive, yields low, and has other unwanted effects. Intel moves their processes to less expensive techniques that yield high and are free from the unwanted effects of a partially depleted substrate version of SOI. That's why AMD is going to be in for a big surprise when their die sizes become a necessity, rather than a benefit, since the cost of moving to IBM's version of SOI will eat away whatever margins they have (and last quarter they had no margins, since they were losing money on every processor sold). LOL. wbmw