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Technology Stocks : Intel Corporation (INTC)
INTC 36.61-3.4%10:37 AM EST
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To: semiconeng who wrote (99007)2/14/2000 6:24:00 PM
From: Saturn V  Read Replies (2) of 186894
 
Hi SemiConEng,

Like Elmer, I am also a skeptic about the information you posted.If one fab produce 1 million finished coppermines/wk (ie 52 million coppermines/yr) there will be a massive glut within a few months.

Could the poster be referencing all the 0.18micron fabs producing 1 million per week ? That is consistent with Intel management guidance of >10 million coppermines in Q1.

Or could it be refering to good die on wafers, ie excluding losses in package, assembly burn-in and test and assembly. Even then it seems high since I would not expect losses in these operations to exceed 15 percent.

Or are we talking about including the 0.18micron Celeron ? I do not expect 0.18micron Celeron introduction for a few more quarters.

Is Process Boy in a position to comment ?

Thanks
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