Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.91

-1.1%

Dec 31 3:59 PM EST

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To: Saturn V who wrote (139651)	7/19/2001 10:05:21 AM
From: Tony Viola	Read Replies (1) of 186894

Saturn, good summary of IBM and their microelectronics' div. purpose in life. Just one conradiction in your reasonin on this one: However IBM Microelectronics has not leveraged its process innovation with good products. It has mostly built products for its in house mainframe business, where yields do not matter as much. For mainframes performance and reliability means everything, and the chip cost is a tiny fraction of the total system cost. IBM will be the first to tell you that good yields are the first ingredient in the reliability pie. It could be that for small lot requirements they find a way to get the yielding chips super reliable, regardless of yield, don't know. Intel well knows the yield = reliability connection also. Another reason I recommend Intel over any other, because, historically, Intel is the best in reliability. Used to think IBM was 1,2, but maybe not anymore? Tony

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