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Technology Stocks : Intel Corporation (INTC)
INTC 48.72+3.0%Jan 14 3:59 PM EST

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To: Elmer who wrote (130691)3/23/2001 1:29:33 AM
From: THE WATSONYOUTH  Read Replies (1) of 186894
 
Also under current market conditions, capacity constraint isn't an issue so again, why is .13u a big deal?


Well, if you accept that T bird will likely reach 1.4GHz with nothing other than a channel length reduction and that
Palomino will likely reach at least 1.75GHz by the beginning of the 4th quarter (if needed), I don't think a 2GHz P4 will prevent AMD from selling out all their high end parts. This can't be good for Intel since AMD is adding capacity every week. This MHz/IPC tradeoff is not working out as well as Intel would have liked. So, as I see it, they better get to .13um before AMD or things could get far worse. By the way, is F20 the first .13um fab? Is this where the .13um process was developed? Are F22 and D2 the next two fabs scheduled to go to .13um? Are these new fabs?? If not, what are they producing now? Also, what about F17 and F24??? Thanks...

THE WATSONYOUTH
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