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Technology Stocks : SOITEC, Silicon-On-Insulator TEChnologies -- Ignore unavailable to you. Want to Upgrade?

To: kinkblot who wrote (39)	11/26/2001 1:18:43 PM
From: kinkblot	Read Replies (1) \| Respond to of 83

Intel calls their process Ultra Thin Body SOI. They don't disclose how the buried insulator is formed, nor if it's wafer-scale or more localized. Intel has not been a big supporter of standard SOI. I think we have to wait for more details before saying this is positive or negative for Soitec. On first reading I thought negative, but now I'm not so sure. The stock is up nicely today, though that may just be people interpreting Intel's use of some form of SOI as an endorsement and reversal. See PDFs here: intel.com Interesting slides from "New Transistors for 2005 and Beyond" (detailed): page 12 - power density extrapolation ! page 30 - high-k gate dielectric (ZrO2) by ALD; releases HCl page 32 - Ultra Thin Body SOI

To: kinkblot who wrote (39)	11/26/2001 1:45:12 PM
From: John Finley	Read Replies (1) \| Respond to of 83

I wonder if they were waiting for AMD's announcement? I see that this is a gate dielectric application of ALD. I assume that it's AMAT's stuff. However, look at this: ips-tech.com Sales Growth Rate of 434% in 2000 'Course they're losing money... Don't see any recent big news from ASMI or GGNS Re: Intel it would take a person more than 15,000 years to turn a light switch on and off a trillion times. Why would I want to do that? <g> intel.com As an aside, it looks like INTC is into MEMS: intel.com JF