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Technology Stocks : Intel Corporation (INTC)

INTC 38.80

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To: Tenchusatsu who wrote (88588)	9/21/1999 5:07:00 PM
From: Process Boy	Read Replies (1) of 186894

Ten - <Intel's Fab 15 here in Aloha, Oregon, does both flash and logic. Or perhaps I misunderstood you here.> I believe this is a transitory stage. It may be more accurate to say that F15 is transitioning to being a FLASH fab after being a logic fab. Intel specifically developed P856/P802 (.25um FLASH) to be pretty much compatible toolset wise, although the ratio of any given tool to wafer starts may be different, i.e., different capacity considerations vs. certain tool sets. At Intel, it is usually the intention that the production fabs be pretty much dedicated either one way or the other. It'd be a pain in the A** to run a production fab with both; one would invariably end up constraining the capacity of the other. Also, I'd bet the AMD/Fujitsu FASL process is quite different from the AMD/MOT logic process. I count three different companies in the previous sentence. No way they are all "copy exactly." Pb

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