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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: Paul Engel who wrote (146916)	11/6/2001 8:56:53 PM
From: Dan3	Read Replies (1) of 186894

Re: the plain 0.13 micron process WILL NOT have any performance benefits To a degree, this may indeed be the case for Intel. Remember that the slow ramp of P4 was explained by saying that there were (at first) only two steppers available that could run one of the layers of P4? Since just about everything at Intel was already .18 at the time, and since we know about the problems Intel has been having with 198nm stepper suppliers, those two steppers were probably 248nm steppers that were suitable for reasonable throughput using phase shift to get .13 features out of 248nm steppers. Two years ago, Intel was the company that was going to go straight to 193nm steppers, while AMD thought it could do what it needed to with phase shift on 248nm steppers. As it has turned out, it's AMD that couldn't do .13 without 193nm steppers, while Intel is using phase shift for its first generation .13 - and that appears to include parts of the ".18" P4. Making that rest of the chips using .13 "node" features will probably speed it up some, but since the critical parts of the chip appear to have been ".13" from the get-go, it may not help very much.

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