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

To: Paul Engel who wrote (139629)	7/19/2001 12:03:56 AM
From: Dan3	Read Replies (4) \| Respond to of 186894

Silicon-on-insulator (SOI) As with IBM's leadership manufacturing microchips using copper interconnect technology, the company has now announced what it believes to be the first commercially-viable implementation of silicon-on-insulator (SOI). IBM's announcement is significant because, while others, including IBM, have been successful in developing SOI technology, IBM is the first to be able to apply it in building fully-functional mainstream microprocessors, the most complex type of chip. For more than 30 years, scientists have been searching for a way to enhance existing silicon technology to speed computer performance. This new IBM success in harnessing SOI technology will result in faster computer chips that also require less power--a key requirement for extending the battery life of small, hand-held devices that will be pervasive in the future. SOI is a major breakthrough because it advances chip manufacturing one to two years ahead of conventional bulk silicon. SOI technology improves performance over bulk CMOS technology by 25 to 35%, equivalent to two years of bulk CMOS advances. SOI technology also brings power use advantages of 1.7 to 3 times. IBM is currently working with many circuit designers and product groups that are designing with SOI technology. The company expects SOI to eventually replace bulk CMOS as the most commonly used substrate for advanced CMOS in mainstream microprocessors and other emerging wireless electronic devices requiring low power. Continue on for a step-by-step look at the development of SOI technology, including a basic description of a transistor, a description of how chips are made, the need for improving the way chips are made, the elements of SOI technology, and the impact of SOI technology. chips.ibm.com Intel may be almost completely out of the mobile business by the middle of next year.

To: Paul Engel who wrote (139629)	7/19/2001 9:05:48 AM
From: pgerassi	Read Replies (1) \| Respond to of 186894

Dear Paul: So many of their numbers were in contradiction with each other. You had to look at their qualifications. US retail market share was above 80% at end of Q2 but, the WW market share was not mentioned (and you can't measure market share at a point in time as you need some period to compare one against the other). Then there's this statement "our cpu sales our worldwide through our distributors were relatively strong, coming in just below Q1". That means they sold less units in Q2! Even if their shipments were the same as sales, they still lost market share as 1M is less than 100/21 of 440K. Pete