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.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (61701)	8/3/1998 2:12:00 PM
From: Eric Yang	Read Replies (2) \| Respond to of 186894

"In the short term, it means that IBM has to resort to very exotic technologies in an attempt to keep pace with Intel's highly developed conventional CMOS technology" Keep up with Intel? Paul, have you gone delusional? IBM and Motorola's PowerPC architecture is way ahead of Intel's Pentiums in terms of performance, conservation of power, die size, and elegance of design. While INTC is busy fixing bugs, MOT and IBM are ready to deploy copper interconnect, SOI, and Alti-Vec. Even without the benefit of copper and SOI, PPC 750 already runs at just 3-4 watts range. How much power does the PII draw? IBM and MOT don't have to "resort" to anything. INTC may have the marketshare but in terms of technology, PowerPC camp have the lead. Both copper and SOI will increase that performance lead. Feel free to down play these technology breakthroughs from IBM and MOT if it makes you feel better. But the fact of the matter is IBM and MOT are 1-2 years ahead of INTC in these areas. You bet your ass you would have loved to see INTC be the ones to come up with these breakthroughs...but alas. Eric

To: Paul Engel who wrote (61701)	8/3/1998 9:33:00 PM
From: Jeff Fox	Read Replies (5) \| Respond to of 186894

Paul, All the IBM hype is over SOI? That's it??? Geez! What next? Gallium Arsnide ??? Sorry - I've been "offline" a week or so. I saw that IBM "did it again" announcing old forgotten processing ideas like they are the latest grease news. Can't believe how the press is yukking this stuff up! FYI - I hold in my hand an SOI chip fabricated by HP in 1982! This is one of my long cherished souvenirs. It is CMOS on sapphire to be precise, and was suppose to put Intel and everybody else outta business with great performance and low power consumption. Guess what - it didn't happen. Too expensive and too low yielding. Silicon just doesn't like to crystallize flawlessly grown on other stuff - well - not to level achieved with ingot growth anyway. Of course you know this. I thought EVERYBODY knew this! Fun industry - "Everything old is new again" !!! Jeff