Replies to post #4191 on Intel Corp (INTC)

[wbmw]

Elmer, FYI, but the Power4 system submitted to TPC-C uses a 1.3GHz chip manufactured on a .18u SOI process. The .13u version goes up to 1.45GHz, but IBM doesn't use it in their p690 systems, yet. Originally, The .13u version was supposed to go up to 1.8GHz. I wonder what happened to it.

[usuck ani knowit]

Will history repeat itself?
Mother of all sell signals released today IMHO!
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Merrill Lynch Sees Better Valuations In Semiconductors
http://biz.yahoo.com/djus/030220/0957000522_1.html

""We believe that valuation is reasonable, if not highly attractive, while low inventory levels and low capital spending will tend to increase the industry's sensitivity to any improvement in demand," the analysts said.

Barring a sharp downturn in demand, revenue and earnings for the semiconductor companies should not decline further, Merrill Lynch said."
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Give it 2-3 days at most and watch the swan dive.
ML will be selling like mad, nothing has changed as the same old games continue to frolic.

[fingolfen]

It is amazing and this is a .18u Al process Itanium2 compared to a Power4 manufactured on IBM's supposedly state of the art .13u 9 metal layer SOI process. The same one AMD can't seem to get to work. The Itanium2, on what is now an almost 2 generation old, 5 metal layer Al process is setting the performance standard. Like you, I'm eager to see how much more distance Madison can put on the field.

If memory serves, the Intel 0.18 micron process is a 6-metal layer process, not 5. It is, however, definately aluminum.