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Technology Stocks : Intel Corporation (INTC)
INTC 39.38+6.7%Jan 2 9:30 AM EST

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To: Charles Gryba who wrote (148195)11/14/2001 5:34:29 PM
From: wanna_bmw   of 186894
 
Constantine, you don't just turn up the dial, and expect these machines to do one step better. The rest of your manufacturing process needs to be pure and efficient enough to deal with the even smaller dimensions. The rest of the industry considers .10u to be the next manufacturing node, and all the standardized design rules apply to this measurement. Intel obviously thought they could do one better, so they refined their .10u process to be able to produce .09u. As usual, AMD aims to play "Me Too", just so that they cannot be considered as falling behind. If their process is not ready for smaller dimensions, they stand the risk of having significantly worse yields, just so that they can have the same process as Intel.

I'm not saying this is all for certain, but it's my impression right now.

wbmw
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