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To: mred5x5 who wrote (7242)	6/24/2003 4:02:22 PM
From: Krowbar	Read Replies (1) \| Respond to of 8393

Hi Ed, What is the DC1 development fab that Lai is talking about? How important is the move? I an having trouble understanding why Intel says that they are still 5 years away from a product while they make these other statements. What is your take? "We had too-high expectations for ovonics. We were looking for a low-cost replacement for StrataFlash, but we have not found the magic bullet. We have had to learn some hard facts," he said, declining to be more specific. At the same time, Intel has not replaced ovonics with another unified-memory approach. Lai said that Intel is approached often with alternative nonvolatile memory technologies and that it has closely studied nearly 20 proposals, including silicon oxide nitride oxide silicon (Sonos)-type flash structures. Intel does have another, longer-term memory research project under way that is looking at polymer memories. As evidence that Intel is continuing its development of ovonic memories, Lai said the program recently was moved in to the DC1 development fab in Santa Clara, Calif. "We don't make a move like that without studying very carefully whether the new materials will have an adverse impact on processes in the fab," he said. "With ovonics, we believe we have an idea how to reduce the costs, but we could not disclose that now. When we are ready to talk about it, the industry will be surprised, I promise you," Lai said. Del