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Technology Stocks : Intel Corporation (INTC)

INTC 38.16

+2.5%

Nov 7 9:30 AM EST

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To: Tushar Patel who wrote (84101)	6/21/1999 2:04:00 PM
From: Jim McMannis	Read Replies (2) of 186894

At .25u 600 Mhz is about it and yields(also possible good die/wafer) won't be as good at 600 on .25u than on .18u, supposedly. Also the inability to move the L2 cache on die won't give the extra performance boost that having the cache running at full speed would. Also not having the L2 on dies precludes moving to a socket. Which would be another cost saving option. As far as the customer knowing all this, I don't think it matters as MHZ sells-(TM McMannis). Certainly 600MHz on .25u is a lot better than no 600 MHz. We will also see if Intel is having trouble yielding at 600 MHZ if they have to bump the voltage on the 600, say from 2.0v to 2.2v. Jim

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