Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 39.50

-3.1%

Dec 11 3:59 PM EST

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To: Tobias Ekman who wrote (142689)	9/4/2001 10:11:45 AM
From: AJ Berger	Read Replies (1) of 186894

Gallium Arsenide is an old Panacea It was first fully developed and licensed by IBM over a decade ago, and back then everyone thought Fabricators would use it to replace silicon. Silicon will continue to dominate as long as it's cheap and high yeilding. Gallium Arsenide was only used in very few highly specialized chips. All MOT is doing is making a hybrid mixed medium chip to bring their costs down on chips they probably don't compete with INTC on anyway. I don't see any of this impacting Intel until the laws of physics starts breaking down the possibilities of making smaller and smaller etching (lithography) sizes. That will force them to consider other mediums, and by then, so many others will have matured, that Gallium Arsenide still won't catch on. Don't Worry, Be Happy...

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