Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elmer who wrote (109571)	9/9/2000 10:34:48 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

*Re: Let me just say that semiconductor manufacturing is not your strong suit..* Can't argue with that. But the question remains, how long will it take before Intel can match what AMD has on-line at Dresden? I know there is a big order of 193nm steppers coming to Intel next year, and that at a bench scale Intel has some experience with them. How soon do you think volume output from that stepper order can be on the market? What do you think AMD will be producing in volume in the same time frame? The engineers at Intel's FABs are equal to or superior to any on the planet, but they have been very badly let down by their management. While Jerry Sanders was giving AMD's FAB engineers 4 years to perfect a large scale copper process, Intel's management was focused on sexy dot com investments. Now Intel's FAB staff is under the gun to bring up copper on .13 in 12 months. AMD, IBM, and Motorola all took considerably longer than that to bring up volume copper and they didn't have to move to a smaller feature size at the same time. Intel will only be copying what they've all done, so it may take less time. But even if Intel can pull off such an extremely difficult mission, it'll still be a year behind the rest of the industry. Dan

To: Elmer who wrote (109571)	9/9/2000 10:37:04 AM
From: Tony Viola	Respond to of 186894

Elmer, Intel investors, an article about new HP high end Unix systems to be introduced by Carly on Tuesday, which they hope will help them gain some ground on Sun. Related to Intel, the new servers can be upgradable to IA-64 (probably by a board or "shelf" swap, my speculation), early next year, it says. And, article mentions use of IA-64 in all HP servers down the line. Anybody know who's making the 64 bit RISC chips for HP? Intel was making some very big cache ones, but were they 64 bit? The Superdome is designed to handle Intel's upcoming line of 64-bit processors once they become widely available early next year. In three or four years, HP plans to integrate IA-64 processors, which feature an architecture HP helped develop, into all of its servers. dailynews.yahoo.com Anyway, if (big if) HP, CPQ, IBM and Dell, all of whom have IA-64 systems in development, some day have architecturally close looking 64 bit systems in production, Sun could really be the odd man out. At least today, the only cookie-cutter looking systems from the big 4 are 32 bit (Xeon). When they're all 64 bit, that's Sun's bread and butter, and a lot closer to home. Long ways out speculation. What's for breakfast? Tony