Intel Corp (INTC)

[subzero]

Maybe IBM is seeing AMD results with SOI and want to partner cause they are impressed with the yeild.

Sure. You may be the only one to believe this.

http://news.com.com/2100-1001-979718.html?tag=fd_top

"Integrating SOI has been a problem for AMD, according to analysts. The company was going to include SOI in an upcoming chip called Barton, but it removed the technology and delayed the chip. Until now, AMD was obtaining its SOI technology from Motorola. Motorola could not be reached for comment. "

Actuallly, AMD and IBM have the same problem with SOI. Both have poured hunderds of millions of dollars into SOI development and IBM can only get a 0.13 micron/SOI/Copper up to 1.3 GHz Power4 CPU - and AMD can only get a 1.4 GHz Opteron CPU on a 0.13 micron SOI/9-layer copper process.



My guess is that AMD and IBM are joining forces to figure out how to survive in the technology development arena- when they are constantly outclassed by Intel's development prowess - whic is producing in volume 3.06 GHz processors on a 0.13 micron process without the expensive, yield-reducing SOI process.

IBM is in it only for the money - don't kid yourself.

-SZ