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

To: dale_laroy who wrote (139213)	7/15/2001 11:53:08 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Re: "Well, if you consider samples to be manufacturing, AMD has been manufacturing 0.13-micron from the beginning of the year as well. " STRETCHING the facts - eh? Six-Figure-Hector stated in the Confession Call that AMD is making 0.13 micron SRAMS on that process - NOT CPUS !!!

To: dale_laroy who wrote (139213)	7/15/2001 12:08:02 PM
From: semiconeng	Read Replies (2) \| Respond to of 186894

Intel: 90mm2 0.18-micron Coppermine to 140mm2 0.13-micron Northwood = aproximately 50% increase in die size ---Sure, if you're comparing Coppermine to P4. Intel is already manufacturing P4 on 0.18u Technology, and is ramping down P3 (ie: Coppermine) production. What do you think they're doing with that capacity? What has been widely reported is a delay in delivery of steppers from Intel's stepper supplier. Sure this supplier stated that this problem was endemic in the industry, but they also stated that it would be resolved in 4-6 months from the time that they issued the statement. If we believe them about it being endemic, and therefore affecting ASML as well as themselves, we might just as well believe them in the 4-6 month timeframe, which would be in time for a fourth quarter ramp for AMD. ---Again, "IF" AMD is at the top of the waiting list. ASML is the world's second leading supplier of Lithography Steppers. Nikon is #1. By the way, Nikon is also an intel Stepper Supplier. I would guess that with the ramp up of 0.13u, intel is most likely, a bigger customer of Nikon than AMD. How many multi-million doller Stepper orders do you think intel placed for Fab22? How many for AMD? Also, with ASML's recent aquisition of SVGL, they now have the capacity not only to produce 193nm Steppers, but they also seem to be pulling ahead of Nikon on the 300mm 193nm front: siliconstrategies.com You do know who has already announced working chips on 300mm, and you do remember who it was that smoozed the Bush Administration to allow the merger of ASML and SVGL don't you? So does ASML. 90mm2 for Coppermine to 140mm2 for Northwood will not increase volumes. 128mm2 for Palomino to 80mm2 (or even 90mm2) for Thoroughbred will increase volume. ---Again, you are comparing a chip that is being ramped down, with one that is being ramed up. The extra capacity available from P3, will allow the continued manufacture on P4 on 0,18u, until such time as Fab22 can start manufacturing Northwood, as well as the continued ramp of Fab20. If you wish to believe that intel will be capacity constrained on P4, be my guest. Well, if you consider samples to be manufacturing, AMD has been manufacturing 0.13-micron from the beginning of the year as well. ---Intel is way past the "samples" stage on 0.13u. Notebooks based on 0.13u are going to be introduced by most of the major vendors in 2 weeks. Seems like notebook manufacturers consider intel's 0.13u to be "manufacturing". How many 0.13u Chip AMD Notebooks have been announced? Semi