Intel: INTC versus AMD and other chip makers Message Board

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Technology Stocks : Intel: INTC versus AMD and other chip makers

INTC 41.53

+5.0%

Oct 28 9:30 AM EDT

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To: FJB who wrote (14)	3/8/1997 7:30:00 PM
From: Gary	of 43

Bob, I take exception to a number of items in your post. TI's .18um announcement that that you reference is not a competitve .18um process. Electrical gate lengths, metal pitches and isolation pitches are not tight enough. Also, your reference to Japanese and Korean IC manufactures is a "red herring" because these companies manufacture DRAM's and DRAM processes are very different to ASIC/CPU processes. Another is your statement "Currently, Intel has a lot of cash to spend on layout. Their metal pitches are the tightest in the industry." This implies that designers specify the metal pitch. This is WRONG. The process development engineers specify the design rules which include metal pitches, gate lengths, contact sizes/enclosures .. This is why process development is so important. It affects chip performance, die size and process yields. I agree that Intel has market dominace currently. But their strategy is so simple. Throw "curveballs" at competitors (MMX compatibility, faster P5's and P6's ...) until they have the next generation CPU (P7) in the market. AND always lower the price on lower performance CPU's to hammer the AMD's (little dogs) of the world. Intel likes to keep things very simple. Regards, Gary

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