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

To: dale_laroy who wrote (135954)	5/23/2001 1:14:10 PM
From: fingolfen	Read Replies (1) \| Respond to of 186894

Nobody's talking, but it does provide the best fit for the diverse pieces of information filtering through. I disagree strongly. The best fit for the data is that Intel didn't intend to rely on 193nm lithography for 0.13 micron process in the first place.

To: dale_laroy who wrote (135954)	5/23/2001 1:26:00 PM
From: semiconeng	Read Replies (2) \| Respond to of 186894

>Did intel cancel 193nm Litho Equipment Orders?< Nobody's talking, but it does provide the best fit for the diverse pieces of information filtering through. ---That's one interpretation. Another would be: * Intel expecs a 193nm Stepper for the F22 0.13u ramp. Due to limited availability, this Stepper would most likely be used for Critical Layers only. Let's call this Stepper #1. * For other non-critical layers, intel installs several 248nm Steppers. For argument sake, let's say 2 Steppers, a primary and backup. and call them Stepper #2 and Stepper #3. * Intel begins the installation of the required infrastructure to support all 3 Steppers, ie: Pedestals, Electrical, Cooling fluid lines, etc etc etc.. THEN, SVGL announces a 3 month delay in delivery of Stepper #1. * Infrastructure installation continues on all 3 Steppers, but now, Stepper #2 is redesignated as a 248nm Phase Shifted Critical Layer Stepper, with Stepper #3 supporting the other layers. At the same time, the scheduled installation of Stepper #4 is accelerated. * Intel's Mask Manufacturing Operation (IMO) cuts a "deal" with another company to acquire their Phase Shift Mask Technology, and begins manufacturing of the required Phase Shift Masks for the 248nm Steppers. (This "deal" has already been announced) * When the 193nm stepper is ready, the "plumbing" is already in place, and Stepper #1 can take over critial layer duty responsability, freeing the 248nm Steppers #2 and #3 for extra non-critical layer processing capacity. With no cancellation of orders. It could also happen that way..... couldn't it? Semi