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

To: Jim McMannis who wrote (154470)	1/9/2002 1:45:29 PM
From: wanna_bmw	Respond to of 186894

Jim, Re: "Where can I find an AMD chip with SOI or a Hammer? Their ain't none. Their isn't even a .13u chip. Intel scrambled (TM Mcmannis) to .13u, they had to. They made the best out of a bad Rambus situation. They can even sell P4s that are crippled by SDRAM. AMD got a bonus and sat on their laurels." Now I'm interested. Tell me how you see things later this year and in 2003. Do you see any major advantages for either side? wbmw

To: Jim McMannis who wrote (154470)	1/9/2002 2:17:12 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

AMD got a bonus and sat on their laurels. Jim in all seriousness you're not being fair. AMD has done darn well with the limited resources they have and the disadvantage of having Jerry at the helm. EP

To: Jim McMannis who wrote (154470)	1/9/2002 3:35:09 PM
From: fingolfen	Respond to of 186894

Where can I find an AMD chip with SOI or a Hammer? Well, at least we know that they're finally buying SOI wafers for Dresden... how long until the process is manufacturable is another question entirely. Their ain't none. Their isn't even a .13u chip. The current XP's might as well be... they "evolved" their 0.18 process to an 0.13 front + 0.18 back process. Of course, they don't seem to be overclocking well... Intel scrambled (TM Mcmannis) to .13u, they had to. They made the best out of a bad Rambus situation. They can even sell P4s that are crippled by SDRAM. I don't know that "scrambled" is a fair characterization. Intel has more resources, but you can only "buy" so much... It takes a lot of engineering resources to put together a manufacturing process, and Intel has been historically very strong in process development. RAMBUS is another situation entirely, and now Intel is sitting pretty with P4 support on all major memory platforms. I've seen a ton of the SDRAM systems out in retail... I really find it interesting that many OEM's maxed out or near maxed out memory in the standard configuration... A lot of the SDRAM equipped P4's I've seen come with 512Meg. AMD got a bonus and sat on their laurels. I honestly don't think AMD sat on its laurels. AMD just rediscovered that it's hard to design and manufacture leading edge microprocessors. Intel has a long history of developing competitive products on really high quality manufacturing processes. AMD has come along with good designs, but has always suffered in the process development department. 0.35 was a debacle... 0.25 was okay... 0.18 was courtesy of Moto... 0.13 is MIA... 0.13 + SOI is courtesy of IBM. If designing and manufacturing microprocessors was easy, a lot more companies would be fighting it out. At present we've got Intel and AMD (VIA and TMTA are trying, but having little to no success)... If you go back 10 years, those two were duking it out then. If you go back 20 years, same deal. Think of all of the companies that litter the roadside because they tried to break into this market. AMD's a tough competitor, and I don't think for an instant they're out of it yet. AMD has had good success because they were able to capitalize on some very uncharacteristic Intel gaffes. Intel seems to have cleared up those problems, so now we'll see how AMD does against a revitalized Intel. If AMD can "take it to the next level," they'll hang in there just fine. If not, then AMD will need to regroup and "scramble," but they'll always come back...