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Technology Stocks : Intel Corporation (INTC)

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To: Paul Engel who wrote (89671)	10/7/1999 2:35:00 AM
From: Mani1	Read Replies (3) of 186894

Paul Re <<Well - do you recall anybody "mentioning" problems at Dresden a while back >> You did mention copper contamination at Dresden and I did not challenge it. I am not sure there is problem in Dresden. Fab 25 is enough for now. AMD is rapidly moving to 0.18 with good yields so it is not capacity constrain. Lack of MB for the next couple of quarters, also prohibits more sale of the Athlon than what Fab 25 can do. Also as you noticed AMD pushed back some capital expenditure, it is possible that they intentionally delayed fab 30 for a quarter. They probably like to have a partner's (MOT) agreement finalized before ramping also. I am just guessing here of course.

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