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 41.50

+5.0%

Oct 28 3:59 PM EDT

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To: Gary who wrote (16)	3/8/1997 8:47:00 PM
From: FJB	of 43

Hi Gary, The drawn gate length of TI's process is not .18&#181, but it is advanced. As advanced as Intel's processes and TI's doing this with I-line steppers supposedly. If you can get your hands on the September 16, 1996 Microprocessor Report, do it. A lot of your questions will be answered. RE:Asian manufacturers NEC does MIPS and Samsung is doing Alpha for two examples. ASICs are so common to these companies that they are barely worth mentioning. All the large Asian companies can manufacture whatever you ask them to as far as ICs are concerned. RE: 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., You got me on this one, good job. Don't believe that process engineers at other places just sit on their behinds though. RE: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 MMX is simple as far as MPU design is concerned. This is what experts say. Designing a DSP, which is similar, or a 3D graphics chip is probably harder. RE:ND 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. What Intel does with prices is a key question? They must maintain margins to satisfy Wallstreet. Will they be able to charge a lot more for the Klamath than the chips with better performance? Yes. AMD and Cyrix don't have the capacity do serious damage, but they will do damage. Bob

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