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Technology Stocks : Intel Corporation (INTC)

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Nov 7 9:30 AM EST

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To: Paul Engel who wrote (83771)	6/18/1999 10:27:00 AM
From: andy kelly	Read Replies (2) of 186894

Paul Could you tell us what you conclude by reading between the lines of the Coppermine delay articles? Several things are not clear to me, but of course that is my normal state! For example: Is the problem in the 0.18 process or in the CuMine design? When they say a two month delay, does that imply that the problem has already been identified and they know how to fix it? If not, how could they know so precisely how long the delay will be? How could they start ramping FOUR fabs without knowing for sure that everything was working? I thought Intel would have tested to the extreme before committing to that extent. Could this be an indication that some new feature was added to the design at the "last minute"? Andy

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