Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 3:59 PM EST

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To: Pravin Kamdar who wrote (18069)	11/7/2000 9:20:29 PM
From: Charles R	Read Replies (3) of 275872

Pravin, <Here's the link: biz.yahoo.com > Seems to be a pre-emptive strike by Intel. Having established a super 0.18 notched gate process, Intel lost process leadership to AMD when AMD started shipping out of Dresden. AMD would consolidate that lead this quarter with official roll-out of what I call a 0.15u process. This may be Intel's way of paper launching a process that is 2 quarters away to save from a potential embarrassment of losing the 0.15 PR war to AMD. By the way as I have stated couple of times on this thread before, Intel has beaten AMD to 0.13. It will be interesting to see when AMD will regain process advantage once Intel starts shipping on 0.13 Chuck

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