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To: L. Adam Latham who wrote (63275)8/24/1998 5:43:00 PM
From: Ibexx  Read Replies (1) | Respond to of 186894
 
Adam,

Thanks for posting this article.

My take is that the analyst had been on vacation (a long one at that).

Regards,
Ibexx



To: L. Adam Latham who wrote (63275)8/24/1998 5:57:00 PM
From: Jim McMannis  Read Replies (1) | Respond to of 186894
 
Adam,
RE:" from the article you posted"
" New computer systems featuring the
450-megahertz Pentium II retail for under
$2,500 while a 333-megahertz Celeron
system sells for around $1,700.
Intel (INTC) shares were down
fractionally to 84-1/8 in late-afternoon
trading Monday."

Obviously these Analysts didn't put their money where there mouth is today. Thud...

Jim



To: L. Adam Latham who wrote (63275)8/24/1998 6:49:00 PM
From: Proud_Infidel  Respond to of 186894
 
Anyone care to take a guess as to what is inside Intel's Micrascan????
(See bolded area)
pubs.cmpnet.com
A service of Semiconductor Business News, CMP Media Inc.
Story posted at 5 p.m. EDT/2 p.m. PDT, 8/24/98
SVGL announces 0.18-micron step-and-scan
deep-UV tool
By Jack Robertson
SAN J0SE -- Silicon Valley Group Inc. here said today that its lithography
division's latest Micrascan III+ step-and-scan tool can reach a 0.18-micron
feature size in production using a 248-nanometer-wavelength deep-UV
excimer laser.
John Shamaly, SVG vice president of marketing, said the tool's own optics
are sufficient to pattern 0.18-micron line widths without having to use
ancillary phase-shift photomasks or optical proximity correction (OPC)
photomasks. Unlike other deep-UV lithography machines, SVGL's uses
reflective optics, catadioptric lenses (which mix reflective and refractive
optics), and its own off-axis alignment to achieve the next-generation design
rules.
SVG Lithography, based in Wilton, Conn., first revealed a 0.18-micron
capability with a custom Micrascan IIIx 248-nm tool that it developed for
exclusive sale to Intel Corp. (see story in the August publication). Now a
similar 0.18-micron advancement is available to other customers of the
Micrascan III+ system. The company would not explain the difference
between Intel's system and the new Micrascan III+ being offered now.

SVG's Shamaly said the U.S. lithography firm hoped to keep well ahead of
foreign rivals who he claimed were only now starting to ship limited
quantities of step-and-scan deep-UV systems with quarter-micron
capability. Micron Technology Inc., Boise, Ida., for instance, is using
Netherlands-based ASM Lithography's step-and-repeat deep-UV tools to
reach 0.21-micron feature size in production, but is not yet using
step-and-scan systems.
SVGL said the Micrascan III+ has a 55-mm tool-to-tool overlay, enlarged
26-mm-by-34-mm field size, and a throughput of up to 90 wafers an hour.



To: L. Adam Latham who wrote (63275)8/24/1998 7:02:00 PM
From: Diamond Jim  Respond to of 186894
 
That story mentions the 450Mhz chip, I saw an ad yesterday for a CompUSA PC with a 450Mhz(you know who's of course at that speed) for $1999.

I think the analyst knows exactly what he's saying, "the free ride is over", we are taking the low end, we have the high end, we want it all again.

jim