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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (45933)	8/28/2001 1:51:22 PM
From: silverstein	Respond to of 54805

Silicon Valley Associates has said that they will not be able to deliver their native 0.13 micron lithography hardware until at least the fourth quarter of this year. Therefore, the only known way to make 0.13 micron chips with 0.18 micron hardware is to use NMTC's technology. When SVA delivers their hardware, Intel will introduce the next generation of 0.10 micron chips at clock rates ~3GHz, again using NMTC's technology with native 0.13 hardware. Seth Silverstein