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 (110054)	9/16/2000 11:12:04 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: For a .25u line to be "restarted" it must be shut down first Ok, not restarted, restarted as an X86 CPU line. The Katmais went away and had to be brought back. I have no idea whether or not the lines were shut down, or diverted from other production. The time frame is right for them to have been switched to chipsets, then back to CPUs. Perhaps Intel planned for 95% yeilds and got 80% yields, or they planned for 60% yields and got 45% yields. They can't have planned for demand drop in the middle of an economic expansion - even I don't think Intel's management is that messed up. FAB 18 was supposed to be a flash FAB, it had to be switched to CPUs, and there has still been a capacity shortage from Intel in the time frame that this "extra" CPU FAB has started operating. Intel's Fab 18 in Kiryat Gat, Israel, should come on line in 1998 yielding a four-fold increase in Intel's flash production capacity. Intel refuses to say what its capacity is or will be. Both fabs are expected to support 8-in. wafers and 0.25 micron geometries. eb-mag.com Dan