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Technology Stocks : Intel Corporation (INTC)
INTC 45.07-17.0%Jan 23 9:30 AM EST
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To: Dan3 who wrote (108062)8/23/2000 9:50:22 AM
From: Elmer  Read Replies (1) of 186894
 
Re: "Don't be so sure[that Xeon isn't suffering from yield problems], Intel is presently shooting for faster speeds from the Xeons instead of the previous 500MHZ or so. Remember what happened when AMD used slightly more aggressive feature sizes to target its large cache K6's at 500MHZ instead of 400MHZ? Yields collapsed. The same thing could have happened here"

Nonsense Dan. It's the same core as CuMines so it must be on the same process as CuMines. 700MHz doesn't sound very aggressive to me and Intel has a long history of successfully manufacturing very large die for customers like HP. With the kind of volumes they are now producing of CuMines and their copy exactly methodology, it's clear they don't have a systemic defect problem.

EP
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