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Technology Stocks : Intel Corporation (INTC)

INTC 36.82

+1.5%

Dec 19 9:30 AM EST

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To: AK2004 who wrote (127309)	2/13/2001 3:47:10 PM
From: semiconeng	Read Replies (1) of 186894

I have a question though, if they are right about yields and size ratios between p4 and pIII (am I using greek and roman correctly?) then intel needs to implement .13 while improving the yields in order to make p4 as cost effective as pIII by the end of the year. 300mm would make it less of an issue..... Regards -Albert That scenario would be based on the assumption that the semiconductor market will suddenly go back to the sales levels of last year. As has been previously stated, the semiconductor market has slowed down, and it seems that intel will have plenty of capacity to meet it's output goals, regardless of whatever the yields on P4 vs. P3 are. A fact conveniently ignored by CFSB. Also, since P4 is currently on 0.18u, and commands a price premium over P3, there is no need for it to be as "cost effective" as P3 at this time. And as you say, your "yield and size ratios", scenario is based on "IF". Semi

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