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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Burt Masnick who wrote (108341)	8/26/2000 3:49:38 AM
From: chic_hearne	Read Replies (3) \| Respond to of 186894

Re: Doug: According to Barrett, .13 should come on line in mid 2001 and obviously it won't mature for a while. Also, do you know if Intel will go with .13um and 300mm wafers and copper all at the same time? Burt: I guess the real question is when does production start rolling off of .13 equipment for Intel. Anyone? Burt, Since no one else was willing to respond to your post, I'll give it a shot. Al: Going to .13um on Al is a pipe dream in my opinion. I don't think it can be done without a severe sacrifice to yields. If Intel is willing to go to .13 Al with bad yields, it should be taken as an obvious sign of desperation. If the yields are good, it contradicts all of the research I've done. The answer to whether or not this is possible should be obvious when the time comes. Cu: As far as I know, Intel plans to start Cu at .13um. I think this is a huge mistake on their part. IBM started Cu years ago and it took them 18 months after their chip was qualified before it finally made it into a server. It took 24 months for a full rollout. Considering IBM did this on a .25um process, I find it highly unlikely for Intel to do this flawlessly on .13um. Also, it seemed like it took AMD forever before they finally got their Cu chips shipping. Of course it should be easier for Intel because IBM and AMD have done the learning, but neither has any shipping chips at .13um yet. In my opinion, .13um in mid 2001 is not going to happen like Barrett claims. I'd think that Intel would be trying this in multiple fabs on both processes. My guess is that combined efforts from all fabs using .13um will not total 1 megafab running full bore anytime in 2001, maybe even 2002. A few hundred thousand parts in 2001 sounds more realistic I think (I'm being generous, ZERO is what I really think). All speculation on my part. I'm sure the pro-Intel guys will respond by saying I'm full of it, but because none of them actually responded to your post, you can tell it's a touchy subject, or they have absolutely no idea what is in store for .13um in 2001. chic