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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%3:59 PM EST
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To: Mary Cluney who wrote (55564)5/15/1998 12:46:00 PM
From: Paul Engel  Read Replies (2) of 186894
 
Mary - Re: "What does it mean to me as an investor when Intel goes from 0.35 to 0.25 and then to 0.18 micron process in terms of increased production and efficencies and lowering cost as well as ramifications to competitors."

Several things happen.

1. A given device can be reduced in size in going from a 0..35 to a 0.25 micron process - or from 0.25 to 0.18 micron process.

2. A MORE COMPLEX DIE with more transistors - can be made in a similar die size using smaller process geometries.

NOTE - KURLAK's COMMENTS about Intel were WRONG! Intel's capacity (per wafer) has not INCREASED in going from 0.35 to 0.25 micron process.

Intel IS SWITCHING FROM THE PENTIUM MMX (128 - 140 sq. mm.) on a 0.35 micron process to the Pentium II/Deschutes (131 sq. mm) on a 0.25 micron process.

BASICALLY - Intel's capacity/wafer is CONSTANT - since they are substituting a more complex, powerful device - Pentium II/Deschutes - at 0.25 micron process for the less complex Pentium MMX on the 0.35 micron process.

Note - Mendicono will be even LARGER - representing a REDUCTION in capacity if you compare a Pentium MMX on a 0.35 micron process to a Mendocino at 0.25 micron feature sizes.

3. Speed increases with decreasing feature size.

4. Power DECREASES - with reduced power supply levels/thinner oxides/narrower channel lengths which are part of the smaller process.

5. Intel stretches the distance between itself and competitors as Intel has shown it can develop and ramp these more advanced processes FASTER than their competitors.

Paul
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