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To: Charles R who wrote (38482)5/7/2001 2:11:08 PM
From: maui_dudeRead Replies (2) | Respond to of 275872
 
Charles, re : "The need for 0.13 is dire only in the mobile segment where there is a threat of Palomino."

do you (or somebody else) know, Given tualatin's die size, how many .13 fabs would intel need to meet the mobile demand this year (assuming no .13 capacity is used up for p4) ?

thanks.
Maui.



To: Charles R who wrote (38482)5/7/2001 3:43:03 PM
From: kash johalRead Replies (3) | Respond to of 275872
 
Charles,

I think Intel planned on 10M or so PIV's in Q4.

I doubt they can ship that without 0.13.

Even if their yields are awesome the penalty for huge dies size is pretty significant.

Anyhow pretty confusing situation right now.

regards,

Kash


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