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

To: The Duke of URL© who wrote (168889)	7/31/2002 11:40:26 AM
From: fingolfen	Read Replies (1) \| Respond to of 186894

Okay, who ever wrote this article should be canned... Online date given: 2003 ("next year") The new plant will be among the first to etch chips on pizza-size 300mm wafers instead of 200mm wafers Pity Intel has had D1C online for 3+ years already and is already shipping production chips on a 12" logic process... (i.e. I don't see how this qualifies as "one of the first"). and next year it will become one of the first to produce chips with line widths of less than one nanometer Gotta be a misprint or a science project. Current HVM litho cutting edge is 193nm DUV which will support roughly a 40-50nm linewidth. 157nm will take it a bit further, but to get to "sub nanometer" is going to take something at the EUV level or beyond. I wish some of these financial hacks would check their facts before writing a technical story...

To: The Duke of URL© who wrote (168889)	8/1/2002 4:08:04 AM
From: Amy J	Respond to of 186894

Hi Thread and Duke, RE: "The semiconductor unit is Big Blue's most troubled unit, and during the first half posted a pretax loss of $1.08 billion, including about $550 million in write-downs of old machinery. Semiconductor revenue fell 35% for the six-month period from the prior year's first half, to $1.93 billion. As a result, IBM's semiconductor business turned from one of its money-spinners into a drag on earnings." ------------- So why doesn't Intel build their chips? Sounds like IBM could eliminate some huge costs there, that would go to their bottom-line. RE: "People familiar with the situation say another customer will be Sony Corp., with whom IBM is designing a chip for the next-generation PlayStation. Those chips won't start production until 2004." Oops, maybe not that low-margin thing. Regards, Amy J