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To: nigel bates who wrote (15160)8/6/1998 2:09:00 PM
From: Andrew Vance  Read Replies (1) | Respond to of 17305
 
*AV*--SOI is a techniques for manufacturing circuitry while both MIPS and ARMHY are dealing with the design of embedded processors. these guys have the engineering design knowhow and really do not care how it is transformed into working product. If their concepts can be built byusing a different manufacturing technology, they probably will be overjoyed at the prospects.

I hope I am being clear here. I think we have a design vs manufacturing disucssion here and that this creates a synergistic situation. The intelectual property of one can be adapted to the manufactuirng processes developed by others.

Does this make sense to you??? And yes, I am looking real hard at new entry points for both of these stocks even though I still have a core block of each.

Andrew



To: nigel bates who wrote (15160)8/6/1998 2:28:00 PM
From: Doug Skrypek  Read Replies (1) | Respond to of 17305
 
Nig: I did a little research on SOI. SOI has been around for a while, but advances in CMOS processing over the years has relegated it to "back burner" status. The advantage of SOI vs. CMOS is less power consumption and less cross talk between circuits. IBM's big story is that SOI will become a necessity with .18u line widths, who knows?


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