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

To: andy kelly who wrote (132617)	4/17/2001 2:04:06 PM
From: fingolfen	Respond to of 186894

What upgrades do you think are likely? In reading around the web I have seen several articles saying the L2 cache will be larger and one article saying the L1 will be larger, but that is all I have found. Do you think we might get even more than that (he asks wistfully) ? I haven't heard anything past that either, unfortunately. Although that might alleviate the worst of the branch-misprediction issues. If there are still issues at that point, I would look for Intel to redesign the P7 core. As for the 0.13 INTC vs. AMD argument, I think that will help us a little but I see the 300 mm Fabs as the real killer competitive edge. It's looking like we might have 3 ramped fabs at 300 before AMD gets their first. That would be a real tough disadvantage to overcome. I had completely forgotten to include the effects of the 300mm project. Intel is still advertising a 30% cost per die advantage over 200mm... which would be VERY hard for AMD to overcome. Have you heard any updates on 300mm??? The last I heard, Intel was going to release 0.13 micron on 300mm early next year (i.e. about the same time AMD is releasing 0.13 micron or maybe a little later). Do you have an update you can share? Fingolfen

To: andy kelly who wrote (132617)	4/18/2001 4:32:16 AM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

Andy, looking like we might have 3 ramped fabs at 300 before AMD gets their first. That would be a real tough disadvantage to overcome. Intel can't sell the stuff they can make in their current capacity (without the 3 ramped 300mm fabs). By how much to you expect the demand to increase in next 12 months, so that capacity would become a factor? 100%? 150% On the other hand, Intel may be able to afford maintaining a few fabs that are basically idle, and have them as a reserve capacity, in case the demand does pick up strongly. Joe

To: andy kelly who wrote (132617)	4/18/2001 11:20:00 AM
From: semiconeng	Read Replies (2) \| Respond to of 186894

As for the 0.13 INTC vs. AMD argument, I think that will help us a little but I see the 300 mm Fabs as the real killer competitive edge. It's looking like we might have 3 ramped fabs at 300 before AMD gets their first. That would be a real tough disadvantage to overcome. andy I don't think the 300mm Fab ramp will be as quick as you think. Intel just announced that the Oregon Development Fab D1C just got 0.13u yielding on 300mm. Fab22 in Arizona is going to start up on 200mm, not 300mm. Additionally, most 200mm equipment is not 300mm compatible, which would require intel to remove the current equipment, and replace it. A much more likely scenario, is for intel to implement 0.13u on existing 200mm equipment, and install the 300mm in "expansions" to current fabs. Many of the Fab expansions have been put on hold, which I believe means that the only significant 300mm output will come out of D1C for the foreseeable future. Semi