Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elmer who wrote (74438)	2/25/1999 12:10:00 AM
From: Monica Detwiler	Read Replies (1) \| Respond to of 186894

Elmer you said they aren't about to increase fab capacity of their .35u process. Doesn't intel have older wafer factories that used the .35 process that are not needed any more. If so can't they use these older factories for the Strongarm chips? Monica

To: Elmer who wrote (74438)	2/25/1999 12:58:00 AM
From: Gerald Walls	Respond to of 186894

What this probably means is that Intel is lining up outside fab capacity to fill this demand. The story Monica posted said: Because the StrongARM family is manufactured using Digital's proprietary fabrication process, the chips will remain essentially captive to the Hudson fab throughout their lifetime. It would appear that Intel can't produce the chips elsewhere. However, there is hope: The next-generation StrongARM, however, will be optimized for Intel's manufacturing equipment, Wegner said.

To: Elmer who wrote (74438)	2/25/1999 4:51:00 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

Re: "Intel shortage on Hudson fab" "At the time of the acquisition, Massamini and other analysts said they believed that the StrongARM was the most important asset Intel purchased. Along with the StrongARM, Intel's Hudson fab also manufactures PCI bridge chips . Wegner declined to comment on the number of StrongARM chips the Hudson plant is producing, or upon the ratio of StrongARM output to the other two products." This reads to me: StrongARM is a higher priority than the PCI bridge chip. So, when there's a shortage of StrongARM chips, there could be a potential shortage of the PCI bridge chips too since they use the same fab. Arg! Amy J