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


To: Gottfried who wrote (22597)8/6/1998 5:04:00 PM
From: miklosh  Read Replies (2) | Respond to of 70976
 
To GM, Tito and all: news.com
"Merced will also use an advanced
manufacturing process referred to as
0.18-micron. The measurement
describes the circuit line width of a
processor. Current Intel chips are
made according to the 0.25-micron
process."

"IBM wiirelease chips made on copper
processes later this year as well as a
1-GHz chip for commercial
consumption by late 1999, said an
IBM spokesman. IBM will also begin
to move below the 0.18-micron
manufacturing process in 2000."

"With McKinley, Intel expects to
boost performance significantly.
While the chip will share the basic
IA-64 architecture with Merced, two
fundamental changes will be apparent
in its design. First, the chip will in all
likelihood be made on the even more
efficient 0.13-micron manufacturing
process."

"Diefendorff, among others, said that
McKinley's 2001 release will
roughly coincide with Intel's
adoption of the 0.13-micron process."

"Ironically, Intel's recently released
Xeon line of Pentium II chips for
workstations and servers could also
hinder Merced. Xeon chips are
expected to hit 700 MHz by late
1999, according to MicroDesign
Resources, and will be made with the
0.18-micron process."

I hope that all of this good news is not already factored into AMAT's price. Any thoughts?



To: Gottfried who wrote (22597)8/6/1998 10:23:00 PM
From: Katherine Derbyshire  Read Replies (1) | Respond to of 70976
 
The last downturn for which I have data (from ICE Corp.) is 1991-1993. In 1992, worldwide capital spending dropped 10%, then in 1993 it rose by 35%.

The 1992-1996 growth cycle was explosive, even by the standards of this industry. At the peak, in 1995, capital spending jumped by 74%. Which helps to explain how chip supply and demand got so far out of balance.

Katherine