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

To: Windsock who wrote (169348)	8/13/2002 10:06:45 AM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Is this accurate?: "By next year, we will be the first company to have a 90 nanometre process in volume manufacturing," said Mark Bohr, Intel's director of process architecture and integration. Intel details new technology for cheaper chips AMSTERDAM, Aug 13 (Reuters) - Intel Corp (NasdaqNM:INTC - News) unveiled details on Tuesday of its plan to produce the next generation of tiny transistors, which it claims will make its chips faster, cheaper and more energy efficient. ADVERTISEMENT Shrinking transistors, which perform the calculations on a processor, makes them faster, more energy efficient and relatively cheaper to make because more fit on a single wafer. Intel detailed several of the latest production technologies that it will use to move to large volume manufacturing of chips based on 90 nanometre circuitry technology by the second half of 2003. The chip-maker currently produces most of its microprocessors with 130 nanometre technology -- a nanometre being one-billionth of a metre. The company says its new process can create transistors whose key features are just 50 nanometres, or 1/2,000th of the width of a human hair. Chip miniaturisation has been the driving force of Moore's Law, the observation of Intel co-founder Gordon Moore, which for the last 30 years has accurately predicted that the available computing power for one dollar doubles every eighteen months. "By next year, we will be the first company to have a 90 nanometre process in volume manufacturing," said Mark Bohr, Intel's director of process architecture and integration. "This new process combines higher-performance, lower-power transistors, strained silicon, high-speed copper interconnects and a new low-k dielectric material," Intel said in a statement. "This is the first time all of these technologies will be integrated into a single manufacturing process," it added. Besides shrinking the circuitry on their chips, Intel is also seeking to combine multiple features such as memory and wireless networking on the same chip with microprocessors, making Intel a more credible contender in communications and other markets beyond personal computers.

To: Windsock who wrote (169348)	8/13/2002 11:25:18 AM
From: Robert Douglas	Respond to of 186894

"By contrast, Advanced Micro Devices doesn't plan to move to the new wafer generation until 2005, and then only by sharing costs with the Taiwanese chip maker United Microelectronics Corp." It looks like AMD's hopes are ever more being tied to their abilities to design competing chips, since they will now have to split any profits with their contract manufacturers. They will have to compete with a company that has many times the absolute level of research dollars and a company that is many times more profitable for each dollar of sales. It sounds more and more like a bet that David will get that one rock right between the eyes of Goliath. That's fine for Sunday School, but it's no way to make investment decisions, IMO.