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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST
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To: Elmer who wrote (109571)9/9/2000 10:34:48 AM
From: Dan3  Read Replies (1) of 186894
 
Re: Let me just say that semiconductor manufacturing is not your strong suit..

Can't argue with that. But the question remains, how long will it take before Intel can match what AMD has on-line at Dresden?

I know there is a big order of 193nm steppers coming to Intel next year, and that at a bench scale Intel has some experience with them. How soon do you think volume output from that stepper order can be on the market? What do you think AMD will be producing in volume in the same time frame?

The engineers at Intel's FABs are equal to or superior to any on the planet, but they have been very badly let down by their management. While Jerry Sanders was giving AMD's FAB engineers 4 years to perfect a large scale copper process, Intel's management was focused on sexy dot com investments. Now Intel's FAB staff is under the gun to bring up copper on .13 in 12 months. AMD, IBM, and Motorola all took considerably longer than that to bring up volume copper and they didn't have to move to a smaller feature size at the same time. Intel will only be copying what they've all done, so it may take less time. But even if Intel can pull off such an extremely difficult mission, it'll still be a year behind the rest of the industry.

Dan
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