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To: andy kelly who wrote (54077)	4/21/1998 8:55:00 PM
From: Yousef	Respond to of 186894

Andy, Re: " Could the equipment they cancelled be 0.25 stuff that they won't need now because 0.18 is coming faster than they expected? Does this make sense?" I don't think this makes sense ... Intel has known and planned for the mid-'99 release of their .18um process for some time. This isn't a surprise to them ... maybe just a surprise to the media. My guess is that the yields have been very/exceptionally good on .25um and thus more capacity might not be needed. Yousef

To: andy kelly who wrote (54077)	4/21/1998 11:25:00 PM
From: Chris	Read Replies (1) \| Respond to of 186894

Andy, RE: Intel's push to 0.18 "We're looking to ramp up 0.18-micron technology in mid-1999 to minimize the amount of 0.25-micron [production technology] we have put in place," Barrett seems be implying just that. They may have decided to leapfrog the competition... 0.18 would do just that.... I know of no one who is planning full production of a 0.18 fax by mid-99. Intel pushes advanced production, 500-MHz chips Link news.com

To: andy kelly who wrote (54077)	4/22/1998 12:50:00 AM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Andy - Re: "Could the equipment they cancelled be 0.25 stuff that they won't need now because 0.18 is coming faster than they expected? Does this make sense?" As far as Fab 16 (Fort Worth), yes - it will not be built and no equipment will be ordered until year 2000/2001 - and that may not even be 0.18 micron stuff - but 300 mm and 0.13 micron equipment. Some of the equipment that was cancelled was assembly equipment - wire bonders from K & S. Intel will be ramping their flip-chip/C4 bonding process, using entirely different equipment - no wire bonders required. The main vendor for this is not currently K & S. Paul