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

To: Jeff Fox who wrote (55375)	5/11/1998 1:26:00 PM
From: Maverick	Read Replies (1) \| Respond to of 186894

Two heavy-hitter analysts divided on Intel's outlook sjmercury.com

To: Jeff Fox who wrote (55375)	5/11/1998 1:27:00 PM
From: Paul Engel	Respond to of 186894

Jeff - Re: "I bet there are many Intel engineers lamenting, "Can't those fab boys give it a rest?". Ahhh the pains of technical progress conversions hit even Intel!" Think of all the design teams that must be in place at Intel! The 0.35 to 0.25 micron transition adds another layer of metal so the devices need to be re-laid out to take advantage of this extra interconmect layer - as opposed to a straight "shrink". Also, don't forget the mainline existing 0.25 micron product - Deschutes - is now being re-laid out for the 0.18 micron process - Copppermine - which adds yet another layer of metal (total = 6) for interconnect! This gives those "haggered" designers some good ammunition to improve the performance of those products and add additional features as they redesign them for smaller geometries. Paul