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Technology Stocks : Intel Corporation (INTC)

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To: Paul Engel who wrote (137625)	6/19/2001 7:11:52 PM
From: Dan3	Read Replies (1) of 186894

Re: . Intel will launch the mobile Tualatin in five speeds: 866MHz, 933MHz, 1GHz, 1.06GHz and 1.13GHz Intel already offers several mobile chips at these speeds. Their new $2.5 Billion dollar FAB is making chips that bin out as low as 866MHZ. Intel doesn't need to use their limited .13 production capacity to make 866MHZ notebook chips when they are swimming in .18 capacity that already does this. AMD's Dresden FAB is used to make 900MHZ and 1GHZ mobile chips and 1GHZ+ desktop chips only. They use their old paid-for FAB at Austin to make slow chips. So far, not so good for Intel's .13 process - probably they can fix it, but things don't look too good at this point. Dan

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