On capacitance and the hose analogy:
If my system dynamics course has stuck with me, then capacitance is, technically speaking, analogous to a resevoir in a fluid system.
In this hose analogy, capacitance would be a sort of "bulb" or "tank" in the middle of the hose, which must be filled before the fluid can continue on to the other end. Reducing the size of this "tank" reduces the time needed to fill it, and speeds delivery of fluid to the destination (transistor).
The odd thing is that the volume of the hose itself is a sort of resevoir, that has to be filled completely before fluid makes it out the other end. By enlarging the hose you can decrease resistance, but increase this "line capacitance." I'm not sure if this analogy works the same way in electrical systems, but since the mathematical relationships are identical, my guess is that it does. So, the goal then is to decrease interconnect resistance by changing material, not widening the interconnect (which goes against miniaturization anyway).
Now, Low-K dialectrics are doing something a bit different though, and I think you could correctly think of them as "plugging the leaks" in the hose. Essentially, the surrounding material also has to be "filled" in a certain sense (think of this as saturation) like a resevoir. Using the hose analogy, think of the hose lining to be somewhat porous. If the surrounding material has a high capacitance (large resevoir, or storage capacity), like a sponge, then it will take a long time to saturate that sponge and start propagating water through the hose instead of into the sponge. If the surrounding material has a low capacitance (low storage capacity), like concrete, then very little fluid needs to leave the hose, and it reaches the other end much more quicly.
Bah, I'm a mechanical guy, not an electrical guy, so this could be off. The systems are mostly interchangeable though, and the analogies aren't mearly for making things easier to think about... you can exacly duplicate an electric circuit with a fluid or mechanical system equivalent. The equations are the same for all three (with minor caveats).
For a refresh (and I'm doing this from memory, so don't laugh too hard if I screw it up
)
Code:
Mechanical: Fluid: Electrical:
Mass Resevoir Capacitor/Capacitance
Damper Resistance Resistor/Resistance
Spring Inertance Inductor/Inductance
Velocity Flow rate Current
Force Pressure Voltage