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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.71-0.1%3:15 PM EST

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To: pgerassi who wrote (15635)10/23/2000 6:37:04 PM
From: kash johalRead Replies (3) of 275872
 
Pete,

re:"Their MO has been to run a pilot line (due to the contamination problem, it must be in a separate FAB and I do not think one is yet ready to begin testing the equipment) and then copy that line exactly in all the fabs to be converted."

Gee, u must really understand intel.

So are u really seriously doubting that Intel has a pilot line running o.13 Cu process.

So based on this brilliant analysis are u suggesting that Intel is building empty shell fabs.

And gonna start ordering equipment when -- say mid year next year - when the ole pilot line fires up.

Pete - stick to "analyzing" software - this fab analysis is pure BS.

regards,

Kash
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