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

To: dougSF30 who wrote (218968)	12/5/2006 2:08:49 PM
From: Rink	Read Replies (2) \| Respond to of 275872

Remember this Intel 45nm + high-k slip? realworldtech.com Yes immersion is a risk. Still it's about the less riskiest from all new technologies from what I read. ASML 40nm immersion technology became available for sale this July; iirc this was about their 5th gen immersion product. AMD/IBM had to make their 45nm choice during this summer, only slightly after Intel had to settle for their backup plan. Although I haven't read what choice AMD/IBM finally made every article presumes it's immersion (their first choice). So what exactly are you basing your doubt on, gut feel alone? You can be right, but then again you have not even the slightest bit of hard data to doubt if immersion will slow 45nm beyond what AMD projected. Right? Regards, Rink

To: dougSF30 who wrote (218968)	12/5/2006 2:56:57 PM
From: dr_elis	Read Replies (4) \| Respond to of 275872

There is nothing wrong with immersion. In fact, some folks were fairly astonished by Intels very early decision to skip immersion. New tools like ASML´s double patterning TWINSCAN XT:1450 may help on the road towards 45nm without immersion. It remains to be seen how well Intel performs with this strategy. On the other hand, to my knowledge AMD does not work with the proven immersion leader ASML, which in the end could turn out to be a costly mistake.