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Re: Windsock post# 10658

Wednesday, 08/06/2003 8:19:36 PM

Wednesday, August 06, 2003 8:19:36 PM

Post# of 97814
Windsock - Proof that IBM's and AMD's SOI process is in deep trouble.

"In a conference call, IBM's chief financial officer, John R. Joyce, blamed a portion of the loss on low yields during the rampup phase of IBM's 300mm fab"..."Joyce said he expected yields to rise, and demand to rebound, in the latter half of the fiscal year."

The failure of SOI makes Intel look smarter and smarter for using bulk silicon to get "only" 3.2 GHz on its 130 nm process.

Intel may still have more speedgrades left in their 130nm process...
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