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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: Dan3 who wrote (136855)	6/7/2001 12:06:38 PM
From: fingolfen	Read Replies (2) of 186894

If AMD starts shipping .13 copper on SOI by the end of the year - quite an if, since I don't quite trust the good Dr. Ruiz at this point - Intel would be screwed. Shipping "samples" and shippeing "product" are two completely different things. AMD isn't scheduled to ship "product" on SOI 0.13 micron until 2H 2002 if memory serves. Also, given that their gate lengths for the fast Athlons at this point are already 0.13 micron like (much moreseo than Intel's interestingly enough), it looks as if they're going to need every bit of help they can just to keep up with Intel's 0.13 micron process.... which is due out ramping now.... with samples of two products already shipped... and product due out very soon... As to SOI being worth a half a process generation... I'll believe it when I see it. We all know how notched gates, 1.13 PIIIs, and K6-2 shrinks can sometimes not come off as planned... Understand the K6-2 shrink issue... Understand the 1.13GHz P3 issue... but why are you lumping the notched gate in with that? If Intel's a half generation behind for the next year and a half, it could end up being road kill - really. Oh boy, now you're really stretching it! 1) The process AMD is crowing about isn't due to ship product for 12 months. 2) Intel will be releasing 0.13 micron parts within the next month or so if roadmaps are to be believed... 3) Your assertion that SOI is "worth a half a process generation" is completely unproven... 4) It appears that AMD has already pushed their CD's down to 0.13 micron dimensions just to keep up with the speed of the P4. Given those observations, it looks like AMD is the one who is going to be a half a generation down for at least a year... maybe restoring some level of parity with Intel in the 2H of next year with their 0.13 micron SOI process... which would give them parity for as long as a year when Intel moves over to 0.10 micron... I honestly think Intel will have 0.13 micron out on 300mm (yes, 300mm) before AMD will have 0.13 micron SOI... That's REALLY going to leave AMD out in the cold.

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