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To: nigel bates who wrote (15173)	8/6/1998 3:18:00 PM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV--True but do not discount the increased usuage of GaAs chips for future high power/ low current applications. I still think that IBM would still need to design competitive chips to run on the process. MIPS and ARMHY do not manufacture their chips but either license their design technology or have chips made by foundry fab operations. Therefore, as soon as the SOI manufacturing and electrical parameters are simulated, it would seem that ARMHY could take advantage of the manufacturing technology available by improving their designs. When the industry moved from NMOS to CMOS devices (bad example since they are still both silicon based) the CMOS technology was adequately modelled and simulated. Designs were converted or improved (redesigned) to take advantage of the technology. Such will be the same with the substrate transitions from silicon to SOI or GaAs. I really do not see it as big a threat as you may do. I feel MIPS and ARMHY can adapt their designs faster than anyone can implement the technology so that they would still be the design leaders. But then again, it is only an opinion. Andrew