YB, Re: I'm not saying that SOI is as good as bulk for AMD, but I'm saying that it is just 6 months behind and probably 6 months ahaid of IBM.
Unbelievable. AMD spends $40M a quarter or so ago to hire IBM to fix their SOI problems, and now you are trying to argue that AMD is 6 months ahead of IBM in SOI expertise. No logic, whatsoever....