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

To: Joseph Pareti who wrote (119105)	11/24/2000 9:56:59 AM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: Is this the latest, Jerry-style, joke? The ASM tools used by AMD achieve .13 using 243nm lasers - which AMD has been installing at Dresden from the beginning. And AMD has a full year of production experience using copper interconnects. Moving from .18 to .13 on AMD's tools requires only new reticules (and masks). Intel's process for .13 requires 193 nm tools that are only now being shipped to Intel. It also requires a shift to copper interconnects with which Intel has zero production experience. Remember that it takes about a half year between shipment of the tools and the beginning of production runs. Then it's 2 to 3 more months before product is available for sale. Add to that delay the fact that IBM, Motorola, and AMD all had 6 month to 1 year delays when they moved from aluminum interconnects to copper. The Athlon core is half the size of the P4 core. At .13 AMD gets twice the output per cm2 as Intel gets from its .18 process. That means AMD's Dresden FAB could produce up to 4 times as many Athlons in one FAB as Intel can produce P4s in 4 FABs. Dan