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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Teri Skogerboe who wrote (15339)	2/2/1998 5:04:00 PM
From: stockycd	Read Replies (3) \| Respond to of 70976

Will the NSM announcement today erase all of todays gains, tomorrow?

To: Teri Skogerboe who wrote (15339)	2/2/1998 11:10:00 PM
From: Big Bucks	Read Replies (2) \| Respond to of 70976

Teri, Re: "The new process will yield four times as many chips per wafer as Intel's current process, and will increase production capacity and improve margins." I understood the article to state that Intel would revamp its Fab 9 with new equipment to allow 0.25uM Flash chip production. This shrink in geometry dimensions will increase the amount of transistors per chip while at the same time increasing the amount of chips on a 200mm wafer by 4x. This strategic move to increase the performance and the yield will allow Intel to produce better performing chips 4x cheaper than its competition which means cheaper prices to its customers and larger market share and volume purchase contracts which should increase margins. If the competition in Flash can't keep up technically they will be out produced and under- cut pricewise. The competitions options seem to be: 1. Buy new equipment to move to 0.25uM. 2. Change product lines away from Flash by developing new products 3. Sell the fab I hope this answers your question, it still isn't clear to me the point that either of you was trying to make. Baffled, BB