Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 42.61

+6.5%

Jan 7 3:59 PM EST

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To: Barry Grossman who wrote (43216)	12/26/1997 7:33:00 PM
From: Paul Engel	of 186894

Barry - Re: "Does anyone agree or is it just contrarian me?" I agree and then some. Intel's yields on their existing 0.35 micron process are incredibly high - giving Intel the opportunity to make significant profits on sub $1,000 PCs with Pemtium MMX devices - whereas AMD and Cyrix are at breakeven or in fact losing money in this type of market. Analysts keep yakking about $60 or $70 die costs for Intel Pentium MMX (0.35 micron) chips. I think if they divide by two, they will STILL be a little "high" of the mark. You can project the effects of the 0.25 micron conversion - as you have alluded to. Craig Barrett gave precise information about Intel's defect densities to the analysts for the new 0.25 micron processes as well as the older ones. The 0.25 process defect density is comparable to the older 0.35 micron process - and declining with time as the process runs in ever higher volume. Paul

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