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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Process Boy who wrote (54369)	4/5/1999 11:24:00 PM
From: Time Traveler	Read Replies (1) \| Respond to of 1573952

Process Boy, How thin is the barrier layer you are expecting? IBM's process appears to have such a very thin one. Do you have any comments on the following series of exchange? Message 8217148 Message 8168097 Message 8153047 Time Traveler

To: Process Boy who wrote (54369)	4/6/1999 12:04:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1573952

PB - Re: "In contrast, for .18 Intel just added some F to standard SiO dielectric to realize some gain in RC effects. This is not terribly exotic and can use the same equipment set as previous generation technology. " This is what is known, in the industry, as Low Hanging Fruit. The fact that Intel can get the 0.18 micron process into production rapidly - with a simpler process - could mean BILLIONS OF DOLLARS in additional revenues, profits and market share increase. Paul