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

To: Paul Engel who wrote (162053)	3/13/2002 4:47:03 PM
From: dale_laroy	Read Replies (3) \| Respond to of 186894

>Heck no - it's been LATE for a reason - POOR YIELDS.< Perhaps, but there are two different ways in which the yields could be poor. (1) Poor percentage yields in terms of absolute numbers of shippable processors. (2) Poor binning. Thoroughbred could potentially be binning lower than Palomino.

To: Paul Engel who wrote (162053)	3/13/2002 8:27:28 PM
From: burn2learn	Read Replies (1) \| Respond to of 186894

Paul, Can you provide any insight on the PE department structure at Dresden. I can imagine the poly litho / etch group for example suffering shell shock. They have several new things going on for a layer owner to handle. Device /Process performance improvements New products – new recipe implementation, new defect / yield issues or concerns New process - .13 bulk, .13 SIO. Transfer issues from development – new issues at high volume. Sustaining activities Xfer / partnership with foundries Manufacturing training Meetings with other sites based in America’s (different time zone issues) Personal development Turnover Each one of these is a huge work-load, they can’t be structured like Intel can they? I think it would make me understand yield issues.