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

To: Ali Chen who wrote (34971)	7/22/1998 11:49:00 PM
From: Dale J.	Respond to of 1572946

Ali - Re: But these words about traffic at 0.18 and 0.13 are pure speculation on Mr. Brookwood part. I do not mean to question his prior experience in the field, but I am 120% sure he has NO idea as what is going on in current labs.... I am much sure Mr. Brookwood never saw a SPICE model for silicon gates and interconnects, but anyway takes a liberty to talk about feature sizes and traffic congestion. True, Mr. Brookwood is an analyst at dataquest, so my guess is that he is only repeating what he was told, and since we don't know the source, he might be confused, wrong etc. And I do not think the companies will waste billions in R&D just to hype investors. I don't contend it is pure hype. The advantages of copper I think are very real. After all, IBM, MOT, Novellus, AMD and others are all moving forward. I just meant the time frame is hype. I mean we've seen this movie about a dozen times. By the time IBM, MOT and the others finally get their act together on copper, Intel will roll out its version. Intel is working on it you know, they just say very little about it. Dale