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

To: semiconeng who wrote (131499)	4/2/2001 6:14:48 PM
From: Tony Viola	Read Replies (4) \| Respond to of 186894

Semiconeng and Elmer, check out the Wretchister on this one: they're claiming a delay of 0.13 capability to 2002 because Intel announced 0.13 on 300 mm to be in 2002. Doesn't this "writer" realize Intel plans to do 0.13 on 200 mm first? 213.219.40.69 Intel delayed on .13µ process Sorry guys, but... By Mike Magee , 31 March 2001 THE BIG CHIPZILLA MONSTER said today it has built processors using 12-inch (300 mm wafers) using a .13 micron process technology. But, using the PR techniques which have stood it in fine stead for years, it turned the story around by saying it was a breakthrough, when actually it is a delay. The breakthrough, or delay if you look at the release in this different manner, happened or will happen at its Hillsboro, Oregon facility. No-one doubts Intel has the know-how to make these kinds of chips. But the most significant part of the announcement is that processors using this technology will not appear until 2002. This flies in the face of several public announcements in the past which said we would see .13 micron processors this year. Further, it suggests that several roadmaps we have seen over the course of the last three to six months, the most recent being a February roadmap, are also indicating deviations in the path. The press release says: "This milestone keeps Intel on track to bring chips built on these advanced technologies into the marketplace at the beginning of next year." Which, if you applied a Jesuitical cast of mind, could just about let Intel off the hook or on the other hand demonstrate its jaw is on the gaffe. Maybe Intel is talking about the combination of 12-inchs and .13 micron. The fact is, as we've said in Another Place, for Intel to propose large scale production of .13 micron in the near future, using 12-inch wafers, would be well nigh impossible, given that the cost of capital equipment and the like means a complete rejig of the fabs. We'll return to this topic later when we focus on the lucky or unlucky number 13. (Be that as it may, we still think INTC stock is undervalued