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Technology Stocks : Intel Corporation (INTC)
INTC 48.60+3.1%9:38 AM EST

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To: Maurice H. Norcott who wrote (9001)1/22/1997 7:01:00 PM
From: Jonathan   of 186894
 
<< I don't think you can get an IMMEDIATE increase in KGD just by shrinking the product>>

Intel probaly have worked on the new process for many month. They are trying to identify all process issues before they convert the line. Unresolved/undected yield problems with the new process will be a disaster for Intel, especially with the capacity constraint and the high volume that they have now. I have high confidence that Intel process/product/equipment engineers get the job done right.

I expect Intel convert the line later this year. By then, we shall see 300Mhz-350Mhz parts for the .25um process
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