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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 10:22:26 PM
From: J_F_Shepard  Read Replies (2) of 186894
 
"IBM has indeed been a great innovator and leader in silicon process technology..."

You forgot LDD (lightly doped drain) which is used by literally every chip company in the world. You also forgot the technologies developed for refractory metals, salicides and polycides and of course the Dennard cell. E-beam lithography made a huge impact in mask making. Have you ever seen a x-section of a DRAM made by IBM with 5-6 levels of metal and a polysilicon filled trench capacitor 6-8 microns deep and about 0.2 microns wide.?? And I guarantee you those yields are high. I believe IBM was also the first with shallow trench isolation while others were still using local oxidation technology. They also invented and developed Al-Cu metallurgy which became the staple of the industry for many years. Why do you think IBM makes such an effort to be #1 in patents issued each year.? I think this is about 7 years in a row now. How many patents does Intel get issued each year. Any idea how much Intc pays IBM yearly?Intellectual Property revenue is produced without the cost of building a 2.5B dollar fab.

And to answer your other concern .....yes, IBM has always been very very yield conscious.

But I think most old timers would agree they blew it when they essentially put Intel on the map by choosing to buy their micro instead of using their own. In those days the market was too small for the old Big Blue to be interested in making the chips. Incidentally, I think I just read that IBM's outside chip sales increased 26% this past quarter.
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