Replies to post #10815 on Advanced Micro Devices Inc (AMD)

[wbmw]

CJ, what difference does it make? Intel has about 6 different NVRAM technologies it is researching or investing a stake in research. If Thin Film Electronics has a breakthrough in technology, Intel can buy them out and integrate it. However, it looks as if Intel finds more of an advantage in Ovonics memory. Here's a presentation with some interesting comparisons.

ftp://download.intel.com/research/silicon/Stefan_Korea_022703.pdf

[j3pflynn]

CJ & wbmw, Apparently Opticom/Thin Film are working with Intel, but they've run into some problems with volume production that Coatue hasn't, but Coatue isn't yet fabricating 3D structures yet. It sounds like Opticom's emphasis is pure plastic and they're diverging from Intel a little. It's also interesting in light of Opteron's compatibility claims, that Coatue says their process is fully compatible with existing semiconductor fabrication technologies. Ease of conversion again.
http://www.electronicstimes.com/tech/news/OEG20030513S0044
http://www.siliconstrategies.com/story/OEG20030512S0013
http://www.coatue.biz/