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Politics : Formerly About Applied Materials

AMAT 336.87

+1.3%

3:59 PM EST

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To: Gottfried who wrote (22597)	8/6/1998 5:04:00 PM
From: miklosh	Read Replies (2) of 70976

To GM, Tito and all: news.com "Merced will also use an advanced manufacturing process referred to as 0.18-micron. The measurement describes the circuit line width of a processor. Current Intel chips are made according to the 0.25-micron process." "IBM wiirelease chips made on copper processes later this year as well as a 1-GHz chip for commercial consumption by late 1999, said an IBM spokesman. IBM will also begin to move below the 0.18-micron manufacturing process in 2000." "With McKinley, Intel expects to boost performance significantly. While the chip will share the basic IA-64 architecture with Merced, two fundamental changes will be apparent in its design. First, the chip will in all likelihood be made on the even more efficient 0.13-micron manufacturing process." "Diefendorff, among others, said that McKinley's 2001 release will roughly coincide with Intel's adoption of the 0.13-micron process." "Ironically, Intel's recently released Xeon line of Pentium II chips for workstations and servers could also hinder Merced. Xeon chips are expected to hit 700 MHz by late 1999, according to MicroDesign Resources, and will be made with the 0.18-micron process." I hope that all of this good news is not already factored into AMAT's price. Any thoughts?

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