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.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Elmer who wrote (26066)	11/19/1997 9:23:00 AM
From: Kevin K. Spurway	Read Replies (3) \| Respond to of 1584048

Before anyone starts watching DVD movies on their computer, there's going to have to a revolution in display technology. What's the point of a high definition digital movie if you're watching it on a 15" (or even a 21", if you have one) monitor? The next generation of cheap, high resolution flat screen display technology is years from reaching mainstream consumer markets. Until it gets here, DVD movies are nothing but an expensive toy for techno-geeks. Don't think DVD movies are the killer ap that will save Intel's profit margins. Kevin

To: Elmer who wrote (26066)	11/21/1997 1:19:00 AM
From: Yousef	Read Replies (1) \| Respond to of 1584048

Elmer, Re: "These guys are behind on the technology curve, their quality levels are poor, and their costs are higher. They're simply not competative in the CPU business." You are exactly right with your comments ... TSMC, Chatered, Tower ... are just ASIC silicon foundries. These ASIC foundries offer IC processes that have mid-performance FET's coupled with dense interconnect technology. This type of process would be difficult for AMD to "port" their design AND have anywhere near acceptable performance. I have personally visited both TSMC and Chartered and I agree with your comments on cost, quality and the fact that these two foundries are a minimum of 1 full generation behind Intel in technology. Make It So, Yousef