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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?

To: Joseph G. who wrote (9688)	11/28/1997 12:01:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 18056

joe: Before I go to the boring Si subject again, it is my opinion that the next hour or two are a pretty good point to lay out those bearish bets. The market, for a change, abided by the scenario, and IMHO we will come down relatively hard (but no armagedon) during the next two weeks. Now, back to our regularly scheduled program: A general "principle" evolves around a figure of merit (which silicon technologists keeps pushing up) which is the product of switching speed and energy dissipation in a junction per switching. GaAs has an intrinsic advantage of a factor of at least 30, but so many other disadvantages that it has little hope competing in the mass produced high density logic circuits (the great "white hope" was ambient SC since the switching is almost dissipationless). By reducing feature size voltages can be reduced and thus power dissipation per switching reduced. The interconnects are a different issue (and the move to copper), there the limitation involve both the danger of "cross talk" but also distortion of "pulses" due to parasitic capacitances that increases with the reduction in insulation beyween conductors. There are other issues such as dielectric losses and the dielectric constant of the insulation and all play important roles in the design of the stuff. Zeev