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Technology Stocks : Intel Corporation (INTC)
INTC 34.54-2.8%2:22 PM EST
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To: cellhigh who wrote (115556)11/1/2000 6:00:06 PM
From: Tony Viola  Read Replies (1) of 186894
 
Hate to say it, but along with talk of Rambus came talk of the disappointments of the 820 chipset and the cancellation of Timna. Edit: Nothing positive was said about the "Rambus experience." End edit. He then went on to talk about the 815 chipset being excellent.

Edit. Splinter talking transistor sizes and K-factors. Also slide says ramping 3 flash fabs next year. Slowdown, what freakin' slowdown!

Edit. .18 micron rampup about complete

P4 starting on 0.18. Much fab space available. Produce enough P4 on .18 to flood market. Transition P4 to .13 in Q4.

.13 - have seen 16 Mbit SRAM, fully functional; 6 copper interconnect layers.

See 300 mm starting in Q102 (Paul was right on). Production Q2. 2 1/2 X as many die on 300 vs 200 mm. 2 factories in progress for 300 mm.: Oregon, NM.
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