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To: Jules B. Garfunkel who wrote (3643)	8/3/1998 10:02:00 AM
From: art slott	Respond to of 8218

Jules, I give you credit for being consistent. Hopefully no one took your spin on IBM cause they'd be "none too happy". >Yes, if you go back to my posts in March of 1997 you will see that I did predict this. What I said then is that I didn't think was that these two growth areas would offset all the other negatives for IBM, which I also continue to write about.< Jules Do you still see microelectronics and storage devices as negatives? Art

To: Jules B. Garfunkel who wrote (3643)	8/3/1998 7:56:00 PM
From: art slott	Read Replies (1) \| Respond to of 8218

IBM Inside! Excerpted from Wired "What they have done is fairly impressive," said Fred Zieber, a semiconductor industry analyst with San Jose, California-based Pathfinder Research. "IBM appears to have solved the big problem: defects." IBM's unique SOI process protects the millions of tiny transistors on a chip with an oxidized layer of insulation, creating a ''blanket'' that reduces harmful electrical effects that sap energy and hinder performance. A microprocessor chip designed to operate at a speed of 400 megahertz could instead be built using SOI to run at well over 500 megahertz. In addition, SOI chips can require as little as one-third the power of current microchips. IBM said it believes the low-power aspects of SOI technology will be key to the creation of multi-function, hand-held "information appliances" of the future. The company said it plans to incorporate SOI in its chip products beginning next year. IBM said its approach will allows SOI to be used in mainstream semiconductor manufacturing with few changes or additions to production lines and at little added cost. The Armonk, New York, company said it is already producing SOI-based chips at its East Fishkill, New York, pilot production plant and will introduce the technology on its high-volume Burlington, Vermont, manufacturing lines in the first half of 1999. Check on other Web coverage of this story with NewsBot