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Technology Stocks : Intel Corporation (INTC)

INTC 40.03

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To: Mani1 who wrote (89678)	10/7/1999 2:40:00 AM
From: Process Boy	Read Replies (1) of 186894

Mani - <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.> This scenario would bolster the "lack of need" for Copper at .18, wouldn't it? I don't believe this is the reason anyway. I believe their process development is behind schedule, or they are having operational issues. I strongly lean toward the former. There are indications MOT is having issues getting Cu to .18 design rules. This would spill over to F30, I would think. PB PB

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