Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 44.06

-3.2%

Jan 12 3:59 PM EST

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To: THE WATSONYOUTH who wrote (130687)	3/23/2001 12:19:57 AM
From: Elmer	Read Replies (4) of 186894

How much time?.... 6 months?.... A year?? It seems to me that Intel's best hope is to get P4 to .13um ASAP and hope that AMD has problems transitioning to Hammer at .13um on SOI Why is .13u so critical? Considering that ASP is more important than die cost, just how significant is reducing your die cost by maybe 25%? if it's already just a fraction of overall cost? Intel says they will reach 2GHz on .18u so again, why is .13u so significant? Also under current market conditions, capacity constraint isn't an issue so again, why is .13u a big deal? EP

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