Advanced Micro Devices Inc (AMD)

[kpf]

wmbw

Well, currently there is only foundry able to deliver 90nm afaik.
I dont believe any of the asian foundries has a 90nm process ready for volume this year.
As for the article and the above, i understand the statements of these guys just as responding to IBM's Meyersons comments earlier last week.

As for (PD)SoI, i am inclined to believe it still helps in the 90nm node, if only for some part of the leakage issues; but I wont argue about where exactly Intel would be "disadvantaged" (nice word btw) or even handicapped in their 90nm process. It could be many other things, attributing anything only to the lack of an SoI-Design would not be only premature but most probably incomplete at least (as every unicausal explanation would be).

To keep it simple, I look at what comes out and when from their fabs and compare it to what others have to show: Two 90nm products on the market within weeks from now will allow a comparison. I sure expect a lot of bragging from IBM aboout the specifications of these products - these guys have a foundry to fill.

And it will be interesting to watch the street's perception of it.

K.