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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: pompsander who wrote (67209)	5/14/2002 9:27:55 PM
From: nolimitz	Respond to of 99280

Can't resist, I have been working with copper on an Sram product line. It is a ways out yet.......................... Some folks may have working parts but I wont buy anything (I hope) with Cu interconnects or main metalization for a while. DRAM conversion to Cu is probably further out as well. I bet 12 inch wafers will be qualled at major DRAM houses before Cu. Just a bet, no facts, no proof

To: pompsander who wrote (67209)	5/14/2002 9:31:51 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 99280

Intel keeps its fabs on line for at 3 years making CPU's. Either Intel is going to have to close some fabs or computer sales are going have to rise almost 100% since they definitly have a capacity to make many more chips at a lower cost then they prevoiusly did. The slowest chip they will make soon, a P4 1.7 Ghz, will run about $60-70 retail. Combine that with their chipset offerings and you have less then $100 per system in sales where they had at least double that in ASP just 2 years ago. This level of preformance is overkill for current generation of aps we run. Intel must be expecting a tremendous surge of sales in Asia and elsewhere to bust out of this 10 M per month sales total we have been stuck at for what seems like more then the 2 years since Y2K.