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Technology Stocks : Intel Corporation (INTC)

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To: Paul Engel who wrote (2950)	8/16/1996 5:24:00 PM
From: Mark Brophy	of 186894

I checked IBM's web page for their fab capabilities. They have 0.35 micron fabs in Burlington (VT), Manassas (VA), Essonnes (Paris), East Fishkill (NY), and Yasu (Japan). Some of these are joint ventures with other companies. IBM has more vertical integration than Intel, AMD, and Cyrix. They participate below the CPU in lithography research and above the CPU in complete PC systems. LSI Logic and TI also have CPU cores in their ASIC programs that use 0.35 processes. The Sony PlayStation uses the LSI CPU and TI just announced a design win with Seagate to reduce chip count from 5 to 1 in their 2.5G hard disk. Intel has no monopoly on advanced fabs. Intel has a head start on the standard CPU design and lots of money to invest in fabs.

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