Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: kapkan4u who wrote (71003)	2/7/2002 11:38:42 PM
From: dale_laroy	Read Replies (1) \| Respond to of 275872

>Another funny thing is that Intel, after ridiculing SOI for years, now saying that they only ridiculed PD SOI. According to Intel FD SOI is the "correct" SOI, because it lacks the floating-body effect. Now it looks like the floating-body effect can be used to build super dense and super fast caches. I wonder if they will eat their words again soon?< Not soon. The ability to implement embedded DRAM using PD will not become an issue unless and until embedded DRAM actually makes it into high performance CPUs. Wouldn't it be interesting if Intel attempts to force the die size up at 65nm by implementing a 4MB L3 cache in SRAM on an FD SOI x86 processor, and AMD is able to counter with a 65nm Hammer/Dog with 4MB L3 cache using higher density embedded PD SOI DRAM.

To: kapkan4u who wrote (71003)	2/8/2002 12:35:07 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Kap, Re: "Another funny thing is that Intel, after ridiculing SOI for years, now saying that they only ridiculed PD SOI. According to Intel FD SOI is the "correct" SOI, because it lacks the floating-body effect." As funny as it may sound, that is their stance. And IMO, it seems pretty reasonable. They've always said that they have reviewed SOI, and found it unfit for multiple process generations. AMD comes along and says that SOI is great, and they can't wait to use it right away, yet Intel remains steadfast. Later, Intel has an SOI of their own, and everybody wants to cry "hypocrite". Of course, the simple explanation is that they just happened to find an SOI process that worked for them. Re: "Now it looks like the floating-body effect can be used to build super dense and super fast caches. I wonder if they will eat their words again soon?" Obviously, having the floating body effect in a CPU is still a bad thing, Kap. There is still a trade-off that will have to occur between dealing with the floating body problems in the core logic, and benefiting from the advantages of having a fast, dense cache. Of course, things are still open to someone finding a way for even CPU logic to benefit, and maybe then Intel would have to eat their words. wbmw