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Technology Stocks : Intel Corporation (INTC)

INTC 37.81

-4.3%

Dec 12 9:30 AM EST

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To: fingolfen who wrote (143208)	9/10/2001 3:36:02 PM
From: pgerassi	Read Replies (2) of 186894

Dear Fingolfen: SOI is a layer on a wafer buried under a silicon crystal layer. The processing steps are the same for either bulk or SOI, once the SOI wafer is made. Thus by substituting a SOI wafer for a bulk one, a 30% gain in speed. Using Athlon with its low price vs speed slope, would get $31 going from a 1G to a 1.3G Tbird using today's prices. At 200 good die per wafer, the allowed cost increase would be $6K a wafer or $8K SOI vs $2K bulk. That is far greater than the expected cost increases of SOI wafers. What do you think a 1.5G Palomino MP, using no more power than a current 1.2G one, would get for an ASP? Probably around $400-500. SOI is a no brainer at a 30% speed increase at same power. Intel is just trying to talk down SOI because they would not be ready to go to it until the 0.10u process because of copy exact. Pete

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