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To: Dan3 who wrote (21704)	12/7/2000 2:02:03 AM
From: Charles R	Respond to of 275872

<I'm pessimistic about P4. Even so, I expect that it should be possible to consider it an established product a year after its introduction.> Production wafer starts on Intel's 0.13 should start in Q1. I am not sure where your "a year after its introduction" comes from. <Re: There are also some indications that the lack of low K SOI may doom Intel's first iteration of .13 to irrelevance. What indications are these? IBM, the only company with .13 and SOI experience, has stated it publicly and offers two .13 processes to its foundry customers: A low performance non-SOI process and a high performance SOI process.> And that tells you that "the lack of low K SOI may doom Intel's first iteration of 0.13 to irrelevance"? I see a lot of wishful thinking in that conclusion.