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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

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12:59 PM EST

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To: Cirruslvr who wrote (83430)	6/14/1999 6:43:00 PM
From: kash johal	of 186894

Cirruslvr, Re: "The mobile Pentium II processor 366 MHz operates at an internal core voltage of 1.6 volts...", and this chip is made on the .25 micron process. intel.com So let me get this straight, Intel went to a much smaller die size, but only dropped the voltage .1?" I think I posted a week or so ago regarding the poor ramp of Intels 0.18 micron process. I suspect that Intel's 0.18 micron process is having speed problems. The 600Mhz for coppermine is again pretty poor performance- when the chip finally shows up in a few months. It will be interesting to see at what speeds Coppermine comes out. If it's 550/600 then we know they are in trouble-they can only match AMD's 0.25 micron process. If it's 600/667 then at least they really have an OK process. My thesis on their 0.18 is that the transistors are indeed 30-50% faster but they have agressively scaled their metal pitch rules-to get competitive die sizes. This results in much higher wire resistance and longer routing delays offsetting the improved transistors. AMD has always had agressive metal pitch so they should see a bigger improvement in the migration to 0.18 micron and particularly when the cu parts show up. Regards, Kash.

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