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

To: heatsinker2 who wrote (77243)	4/16/2002 1:29:29 PM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re: They are saying they don't need SOI right away. If they were having big problem with .13 bulk, they would accelerate the transition to SOI Is everyone certain that they didn't just run out of room in the little box after adding the info on the extra cache? Is there any confirmation that Barton isn't going to use SOI? They don't consistently populate those boxes on the roadmap with cache, process, etc.

To: heatsinker2 who wrote (77243)	4/16/2002 1:40:44 PM
From: tcmay	Respond to of 275872

AMD's cheer: ""AMD has SOI, Intel has just a lie, AMD is gonna win, Intel gettin' mighty thin!" "This is positive news about the .13 bulk process. They are saying they don't need SOI right away. If they were having big problem with .13 bulk, they would accelerate the transition to SOI." Intel has had SOI efforts since at least 1974 (I worked across a lab bench from the guys working on it, including the brother of the guy who invented CMOS). There were larger efforts late in the 70s, and so on throughout the past 20 years. And yet when Intel said they would continue to develop SOI and would introduce it IF and WHEN it was needed, the Droids chortled and claimed that this meant that Intel was "way behind" AMD, which was on the verge of using SOI in all of its advanced processes. (This was at least a year ago we heard the Droid cheer: "AMD has SOI, Intel has just a lie, AMD is gonna win, Intel gettin' mighty thin!") Ah, but now it appears that AMD is _not_ rolling out SOI as expected. And that Intel is almost certainly proceeding with the caution that is needed, the caution that AMD throws to the wind. In its rush to "preannounce" so that gullible analysts would conclude AMD had pulled ahead of Intel, it showed its hand...with just a pair of deuces. I'll bet Intel execs grinned when they saw Jerry trying to get bragging rights for a technology he hadn't mastered. "On the other hand, if Hammer requires SOI, they will need to do both a new process and a new design. This is scary. " For AMD investors, yep. But, look on the bright side: they've had 25 years of just this kind of scary news. They must be used to it by now. --Tim May