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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: margaret tasset who wrote (20202)	7/17/1998 5:59:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 27012

Hi Margaret, If I may intercept this one addressed to Frank, about copper interconnect for chips: I know that Intel is fully aware of this technology, and they have a significant development effort going on for it. Last I heard, they plan to introduce new chips with this copper interconnect technology sometime in 2001. The reason this is not a big deal to them (2001 may sound late), and they don't mind IBM (already announced), Motorola, and now AMD beating them to it, is that they (Intel) feel they can continue to improve their chips in all aspects (speed, power, etc.) just fine with current interconnect technology. That's with Aluminum. For example, it came out today that Intel plans to have 700 MHz chips out in the first half of 1999. The main reason for that big speed increase is that Intel will at that time be building their newest chips on what is called the 0.18 micron process. Today, they are at 0.25. The smaller the number, the faster the chips will clock. It's that simple. This is without copper, and I'll bet it will be faster than anything any competitor has at the time, copper or not. AMD's latest alliance with Motorola, like their previous one with IBM, who was making chips for them, comes from AMD's not having the money or the technical expertise to do things on their own and keep up with Intel. But, they pay dearly for these alliances. As you may have seen from AMD's latest earnings, they are getting deeper and deeper in the hole. I could almost feel sorry for them if it weren't for Jerry Sanders. Have a great weekend and Go Intel! Tony