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Technology Stocks : Intel Corporation (INTC)
INTC 33.62-4.2%3:59 PM EST

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To: Tony Viola who wrote (103644)5/24/2000 11:40:00 PM
From: chic_hearne  Read Replies (3) 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.

Tony & Elmer,

I've been reading a lot of the propaganda about this SOI. Apparently we think it's 18 months ahead of anything else on the market. We are also being VERY selective about whos chips we'll fab. There's no way in hell we'll ever fab the UltraSparc. Aside from that, I guess we'd only do it for people we didn't percieve as a threat. That makes me wonder why the Alpha is the first customer. Not sure where Intel fits in here.

chic
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