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Technology Stocks : Intel Corporation (INTC)

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To: Process Boy who wrote (89679)	10/7/1999 2:49:00 AM
From: Mani1	Read Replies (1) of 186894

PB re <<This scenario would bolster the "lack of need" for Copper at .18, wouldn't it?>> No. It shows AMD does not need more capacity from Dresden. They already can produce more K7 than there is MB's for. This will hold true for at least another Q according to the CC. Re <<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.>> I did not get this feeling form the CC, but it could be the case. There is no way of knowing unless you work for AMD. Mani

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