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Technology Stocks : Intel Corporation (INTC)

INTC 39.36

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Jan 5 3:59 PM EST

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To: Eric Yang who wrote (61754)	8/4/1998 2:26:00 PM
From: Jeff Fox	of 186894

Eric, re:"The whole point of IBM's announcement yesterday was that it has developed ways to solve these problems." Thank you for the article links. Some were informative - some were pure hype. Yes - I do believe in reading the detail behind all tech announcements and applaud the IBM researchers that have apparently advanced the art of oxide isolation. I love this industry for always exploiting ways to do things better... IBM has quite a reputations for great lab work. They have not been known as doing a very good job getting these advances into mainstream production. Perhaps these last two media forays indicate that there is a new religion at IBM to become more innovative. I hope so as I am a fan of innovation. I remain very skeptical that this SOI will pan out. As I said Intel is fully familiar with these techniques as well as many other opportunities to reduce device parasitic capacitances. The press misses the fact that techniques usually have as many shortcomings as advantages. As always there are tradeoffs. Intel has done a great job at making technical tradeoffs. Craig Barrett has lead the development of a world class manufacturing machine. Given Intel's R & D spending level I have faith (and some knowledge) that Intel will continue to excel for the next few generations. Jeff

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