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

To: fingolfen who wrote (135403)	5/17/2001 7:15:54 PM
From: dale_laroy	Read Replies (1) \| Respond to of 186894

>I'm not sure I agree there... AMD is two process transitions away from Barton at this point (first vanilla 0.13 then 0.13 SOI) whereas Intel is already starting their 0.13 micron ramp. I think the Barton will be a decent value processor in the mobile space, but I'm not convinced it's going to keep up with mobile P4 on the trailing edge of 0.13 micron (2H 02) and the leading edge of 0.10 micron (1H 03 est.)< If Intel were going directly to 193nm lithography this would be more or less correct. But Intel will be launching using PSM (actually the launch will be with 193nm lithography, with PSM ramp) technology because of the SVGI delays, then going to 193nm lithography with the beginning of the 300mm ramp in H2 2002. 0.10-micron will not be shippable until at least Q4 2003.