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Technology Stocks : Intel Corporation (INTC)

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To: Bill Jackson who wrote (88587)	9/21/1999 4:52:00 PM
From: Paul Engel	Read Replies (1) of 186894

Jackson - Re: ". However is it faster to start a new flash fab or add equipment to a 90,000 foot clean room that is 15% filled?" Clearly it is faster to add equipment to an existing facility. BUT THINK ! Equipment is only PART OF THE ISSUE. PROCESS is the other main part - and AMD has demonstrated time and time again it CANNOT BRING UP NEW PROCESSES in a TIMELY FASHION. Re: "What would that lead time be?" FOr AMD - 18 months is my guess - assuming they can "RELEARN" how to do FLASH in production - since Fujitsu has been doing all the important FLASH production for many years. Paul

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