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

To: AK2004 who wrote (150083)	11/28/2001 12:32:53 PM
From: fingolfen	Read Replies (1) \| Respond to of 186894

Intel is a cut-throat company but the one that also respected. The deal with transistor reminds me Rambus / DDR mess. I doubt Intel would want to project that image but then again.... I'll grant you the first bit... both halves. Intel plays hard ball, but also has a fair amount of respect. You've stymied me with the other half though. What parallels do you see between the Rambus/DDR and the new transistor design? Is is simply a case of Intel initially went one way and then changed? If so, I'm not sure the parallel is completely appropriate. I liken it more to the use of copper on 0.13 vs. 0.18 micron. Intel could make aluminum work at 0.18 micron whereas other companies couldn't and were forced to move to copper. Intel therefore got an additional generation of use out of a tried and true (read "less expensive") technology. Intel can get the speed they need at 0.13 micron sans SOI. AMD can't as they've already used up the 0.13 micron node's gate width with 0.18 micron. They have to move to SOI in the hopes of finding more speed. Intel, however, will be able to soldier on with a more economical bulk process. It's not clear when Intel will move to their "depleted SOI" (the presentation implies 2005, which would not be the 90nm node as implied by JC and others, but rather the 65nm node). Intel is slated to release CPUs on 90nm in Q1 of 2003 according to Barrett. AMD is not due to release 0.13 micron SOI parts until Q3 of 2002. All I can say is that it's gotta be a very exciting time to be involved in semiconductor fabrication development... no matter WHO you work for!