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

To: Paul Engel who wrote (114984)	10/27/2000 8:51:14 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: The EXACT same situation existed when Intel launched a 60/66 MHz Pentium when 66 MHz - indeed 100 MHz ! - 80486's were available - and the original Pentium also burned power as well. There is a big difference this time - Intel has competition and buyers have a real alternative. Intel was able to fiddle with the Pentium for a year before it demonstrated performance, reliability, or volume. They don't have that luxury this time. The flip side is that some of the early Pentium problems (at least the ones I saw) were largely due to PS and cooling issues and this time P4 is following a trail blazed by Athlon - so cases, PS, and cooling shouldn't be a challenge. Dan

To: Paul Engel who wrote (114984)	10/27/2000 1:03:29 PM
From: andy kelly	Read Replies (2) \| Respond to of 186894

Paul Thanks for the information. About 300mm development, you said it is being done "in Oregon". Do you mean at D1B, D1C or is there another "D" fab I don't know about? Thanks, andy

To: Paul Engel who wrote (114984)	10/27/2000 1:08:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Paul, Re: "~Will the development for 300 mm wafers be done at the new Chandler fab, or is there a special development fab for 300mm?" >>No - development is being done in Oregon - the new Chandler fab should be brought up as an 8 inch fab and converted over to 200 mm at a later time. Do you know an approximate time-frame for ramp-up of 300 mm, or has Intel gone public at all about it? Someone on another thread wanted to make this a key as to INTC being more attractive (after I posted about the number of 0.18 micron fabs going from 6 to 8 by Q1-2001). Thanks, Tony