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Technology Stocks : Intel Corporation (INTC)

INTC 45.51

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Jan 9 9:30 AM EST

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To: Paul Engel who wrote (27685)	7/29/1997 4:07:00 PM
From: Jeff Fox	of 186894

Paul, re:"I think that accounts for 5 fabs by the end of 1998." Nice job of enumerating the arsenal! As always your information is dead on. This time Intel is adding a new twist. The fabs converting from .35 will be able to seamlessly mix .35 and .25 production. This will eliminate the changeover droop that previously has been so difficult to manage. This company is always innovating as it grows. I think that .25u is now fully qualified and running full speed in D2 with mostly Tillamook and some protos for the other chips. By the way, I think I previously erred. The Lx is made on .5u and the BX is .35 micron for now. The 740 likewise is now on .5u for protos, .35 for production with a .25 shrink plan for later. I suppose with the CHPS aquisition the 740 will be joined by other variations of Real3D real soon now. Jeff

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