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

To: Tony Viola who wrote (121966)	12/10/2000 5:41:36 PM
From: Elmer	Respond to of 186894

Intel To Reveal New Transistor By MAY WONG, AP Technology Writer SAN JOSE, Calif. (AP) - Intel Corp., the world's largest manufacturer of computer chips, says it has built the world's smallest and fastest transistor - a milestone that will allow the Santa Clara, Calif.-based company to build within the next five or 10 years microprocessors that will be 10 times more powerful than the ones available today. Intel officials plan to share details of the breakthrough Monday in San Francisco at the International Electron Devices Meeting, a technical conference for semiconductor engineers and scientists. Chips, which are the brains of computers, contain transistors that act like switches controlling the flow of data. The smaller the transistors, the faster the chips can perform. Today's fastest chip on the market, Intel's Pentium 4, squeezes 42 million transistors onto a sliver of silicon. With the latest tiny transistors, future chips could have 400 million or more transistors. The new transistors, Intel said, are .03 microns wide, or about three atoms thick. A pile of 100,000 of them would equal the thickness of a sheet of paper, the company said. ``Semiconductors have been on this growth curve for a long time, and Intel has validated that we'll be able to continue on this path,'' said Jim Handy, a chief analyst with Dataquest. Other semiconductor manufacturers, such as IBM Corp. and Advanced Micro Devices, Inc., have all been locked in a race with Intel to create faster, smaller chips. For the moment, Intel is holding the crown. dailynews.yahoo.com

To: Tony Viola who wrote (121966)	12/10/2000 7:17:03 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: Dan, are you OK? followed by I saw IBM go down from undisputed gorilla in computers to just a player. Sun next? I think so. SUN's just a player now, but I know what you mean. The thing to look out for here is ASPs. Intel has decided to do whatever it takes to keep AMD ASPs from rising. Which may mean that Intel has to drop ASPs much closer to current AMD ASPs. But AMD does very well with a $90 ASP, while Intel's breakeven point was somewhere around $130, and that was before their capex and material costs went up. I've been posting this theory for months now, that Q4 this year would be mediocre for Intel but that H1 next year would be much worse due Duron matching up with P3, and P4 too expensive on .18 to compete well against Athlon. We'll see how it works out. I do expect Intel to make up a chunk of its market share losses to AMD with market share gains from SUN. But, as AMD can tell you, taking market share away from the established leader in a sector usually means giving up some profitability. Dan