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

To: John F. Dowd who wrote (159881)	2/23/2002 12:02:12 PM
From: semiconeng	Read Replies (1) \| Respond to of 186894

kapkan4u: Two things: 1. was it on a ddb - if so not much left after 3 yrs. 2. The reality is that .13 is here and it is so much more efficient that .18 will phased out early or relogated to low end stuff that can be built with what will now be 0 cost equip. Also what must be considered is what portion of that equipment can be recycled into the .13 scheme.JFD Much of the semiconductor process equipment can be reused. I'm sure that the exact numbers are confidential, but there is published evidence that when intel couldn't get their 193nm steppers, they pushed the 248nm equipment for the 0.13u process. I'm sure there are similar examples in other areas of the fab. The level of reuse of equipment from process to process would of course depend on the aggressiveness of the new process and the wafer size vs. the old process, but from comments i've seen around here about having to gut fabs for new processes, is way overblown. Semi

To: John F. Dowd who wrote (159881)	2/23/2002 12:09:44 PM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: reality is that .13 is here and it is so much more efficient that .18 will phased out early I'll say it's here. About twice the capacity necessary to satisfy the entire market. Do you think Intel will leave prices high enough so that AMD will be able to profitably keep 20+% of the market? Or is Intel introducing a slash and burn pricing strategy that to let them use as much as half of their new capacity? - while all their old plants must be shuttered or retargeted, and there is still no use for half their new plant.