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Technology Stocks : Intel Corporation (INTC)

INTC 36.16

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To: Paul Engel who wrote (149350)	11/25/2001 7:02:44 PM
From: Gopher Broke	Read Replies (2) of 186894

And since that isn't working out, AMD has to re-engineer that "excuse-for-an-SOI-Process" and is resorting to BUYING SOUI wafers from SOITEC as a bail out Is buying SOI wafers from SOITEC a bad idea? You might want to read the SiliconStrategies article again. Ironically, Intel could turn to Soitec for its "thin" SOI wafers in the future, but the company declined to comment on its suppliers. "We are working with several [SOI] suppliers," said Rob Willoner, technology analyst at Intel of Santa Clara. "Soitec is the biggest player in the market," Willoner said. And SOITEC also state that "thin SOI" is merely a evolution of current partially depleted SOI technology. Face it, Intel is just late to the SOI game. "You have to have thin SOI" rings as hollow as "copper is no advantage at .18 micron".

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