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

To: dale_laroy who wrote (134015)	5/2/2001 11:47:13 AM
From: Elmer	Read Replies (1) \| Respond to of 186894

Any equipment that Intel needs for the Tualatin launch should have been delivered before the announced equipment delay. That "announced equipment delay" was never announced by Intel. Do you remember them ever saying it would effect their .13u ramp? EP

To: dale_laroy who wrote (134015)	5/2/2001 12:15:25 PM
From: fingolfen	Respond to of 186894

Actually the delay is only 4 months, and entirely due to the delay in delivery of 0.13-micron equipment. LOL I never remember Intel saying that delays in 193nm lithography capability would adversely affect the 0.13 micron ramp. Only that 193nm steppers would be delayed, and one analyst jumping to the conclusion that it would result in a four month delay to Intel's ramp. Maybe you should save those "LOL's" just in case the analyst is wrong, and Intel's telling the truth.