Intel Corp (INTC)

[Elmer Phud]

wbmw -

So you still believe that this claim is bogus?

I sure do. I believe it's getting the expected performance clock for clock but as they said they can't get the frequency up to snuff. The new agreement with IBM is for 65nm and below. How's that going to help Hammer? Isn't their current SOI already licensed from IBM? How is IBM going to add any additional help above and beyond what they're already providing via license agreement? We know that Power is not scaling particularly well on SOI. Maybe SOI just isn't the miracle process everybody thinks it is?

EP