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

To: wanna_bmw who wrote (172851)	2/6/2003 3:30:17 AM
From: Yousef	Respond to of 186894

BMW, Re: " ... no real products being available in the near term, that there is a good chance they will miss guidance and sink even lower. Once again." I very much agree with you on this one ... AMD was very slow on recognizing the inherent process issues with SOI and LowK. With LowK for example, AMD cannot just switch the dielectric material in the backend without paying a performance penalty. The difference between LowK and FSG is about 15%->20% higher capacitance (for FSG) which will give a performance decrease. This means one of three things: 1) AMD just takes the performance hit and then gets lower ASP's ... Not good, IMHO. 2) AMD redesigns the chip (if possible) to improve speed paths and thus re-gain lost performance ... This would delay them by years. 3) AMD re-develops the process to "speed up the FET's" to compensate for the higher capacitance ... This might only be a one year project. Also not good, IMHO. Make It So, Yousef