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 9:30 AM EST

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To: that_crazy_doug who wrote (18160)	11/8/2000 12:11:37 PM
From: Charles R	Read Replies (2) of 275872

<A couple questions if you don't mind: When do you expect both companies to ship .13 parts? > Intel should be shipping product in Q2. AMD is probably toward the end of next year. <How many .13 fabs do you expect Intel to have, and are they all copper? > There should be 2 ramping up in H1 2001. And it should go up from there as time passes. <(I had heard the problem with converting an al fab to a cu one was immense, and am curious if you know if Intel is planning to do this or whether they are just building new copper fabs instead). > Most of Intel's Cu should come out of brand new 300mm fabs. older fabs may get retrofitted to some extent but I would expect some of that capacity be used for Flash or other purposes.

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