Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 33.62

-4.2%

Nov 20 3:59 PM EST

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To: Tony Viola who wrote (103644)	5/24/2000 11:39:00 PM
From: Elmer	Read Replies (1) of 186894

Re: "OK. IBM with their flashy SOI and copper. I wonder what they could do with a PIII, or a Willamette. Probably not much more than Intel does. IBM is morphing from Mother Blue into Mother Chip." IBM has an extremely good process. They are a peer of Intel but IBM doesn't have to make 120+ million processors per year across multiple fabs. They can do some exotic things that they wouldn't do if they had the same commitments to meet that Intel does. As for SOI, just because Intel doesn't use it for high volume production doesn't necessarily mean they don't know how to do it. EP

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