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To: Time Traveler who wrote (61752)	8/3/1998 11:28:00 PM
From: Aznakhan	Respond to of 186894

Analyst recommendations ? Is there a site where analyst / company recommendations are recorded so one can check the track record of these guru's. Mike

To: Time Traveler who wrote (61752)	8/4/1998 1:21:00 AM
From: Jeff Fox	Respond to of 186894

TT, re:"IBM's great hype... price no object." From your question I suspect you understand the gist of these issues. Intel as well as others continue to develop silicon fabrication with achievements that seem without end. Intel is no dummy. They study all aspects of processing and evaluate against cost/benefit every step of the way. The thing is IBM pontifications are not particularly startling to those skilled in this trade. Its almost like IBM has opened the textbook to claim some variant as new and "invented at IBM" whether of their origin or not. I remember that Siemens did something similar just a few years ago. So - Is IBM SOI the same stuff? Probably not as it is spiffed up with all the other progressions made over the years. However the physics has not changed. SOI will still struggle with temperature coefficient difference stress and high crystalline defect rates. Lost in all of this is the time and expense required to go off on tangent processes. Given the immensity of fab volumes, even if these steps pan out it will take years and $$billions before they are incorporated in leading edge production. Bottom line - this is cheap hype as IBM is doing this. Sort of like in medical research passing on the NEJM and publishing in Newsweek! Not a practice to admire... Jeff