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Technology Stocks : Intel Corporation (INTC)
INTC 34.95+3.9%3:20 PM EST

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To: Paul Engel who wrote (108523)8/27/2000 2:59:25 PM
From: chic_hearne  Read Replies (2) of 186894
 
Re: Intel should start production next in Q3 of next year. (.13um copper)

It will be a ramp - but starting from zero, don't forget.


Paul,

My bet is placed. I don't think it's going to happen.

I think Intel is 12-18 months behind AMD in copper technology.

Intel is 24-30 months behind IBM in copper, maybe even more.

Should Intel get its act together and pull off a miracle in copper, I'll probably turn around and short AMD.

chic
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