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

To: fingolfen who wrote (150203)	11/30/2001 7:55:06 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: Any manufacturing process is going to have a certain amount of normal variation... Right now, AMD is running 0.13 micron node gates (~70nm) on their 0.18 micron process. That CAN'T be healthy. Intel is running 0.18 micron at 90-100nm depending on who you believe When P4 was at 1.5GHZ and Athlon at 1.2GHZ, both companies had actual, observed through cross-section examintation, gate lengths of 90nm (though Intel was claiming 100 and AMD was claiming 70). Since then, both companies have increased clock speed 33%, and both have almost certainly reduced gate lengths. Normal variation indicates you'll get a few high (and just as many low) speed parts from a "normally" targeted lot. Problem is, with the GHz race on, demand at the higher speed grades typically outstrips your bin to those grades without specifically targeting to a smaller gate length. You therefore run a few lots knowing you'll get less yield to make up the difference, but take a hit in the "total salable die" category. Bear stearns says Intel is finding itself unable to fulfill previously accepted orders. Sounds like you've got the right idea, but the wrong company. 08:39am EST 29-Nov-01 Bear Stearns Focus of the Day An Intel spokeswoman, Evia Shum, said the company may not fulfill orders for certain models of Pentium 4 processors. Sounds like a yield problem. Orders accepted but not fulfilled would have had wafers targeted for them. Unless they're experiencing an unexpected number of bad wafers (or bad die per good wafer), they would be able to fulfill those existing, previously accepted orders. There is no indication that the total number of PCs sold has been greater than expected, (the opposite, actually) and Intel pricing does not indicate any surplus of PIIIs -which would be expected if there were an unexpected transfer of demand from PIII to P4.