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

To: IVAN1 who wrote (61696)	8/3/1998 12:29:00 PM
From: Paul Engel	Read Replies (3) \| Respond to of 186894

IVAN1- Re: "in layman's language, what does this big IBM story mean to INTC?" In the short term, it means that IBM has to resort to very exotic technologies in an attempt to keep pace with Intel's highly developed conventional CMOS technology. SOI - Silicon on Insulator - will not be cheap and according to various reports, will only add about 37% to the performance. However, it will be able to reduce power consumption. For the more experienced observers, you may want to inquire what became of IBM's highly touted SiGe efforts announced a few short years ago as a technological breakthrough. Paul