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Technology Stocks : Intel Corporation (INTC)
INTC 36.82+1.5%Dec 19 9:30 AM EST
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To: AK2004 who wrote (127289)2/13/2001 11:22:39 AM
From: Dan3  Read Replies (1) of 186894
 
Re: CSFB downgraded intel with such info as that .13 is not going to be ready for mass production for another 9 months.

After IBM, Motorola, and AMD each took roughly two years to bring their first copper FABs online, if Intel is really running volume 9 months from now they'll have done an excellent job.

Doing something after the rest of the industry has been doing it for several years is always easier, (knowledge spreads, particularly to the tool makers) - but they only broke ground on their copper FABs last year. They're still doing a great job if they're online before next year.

There may be enough volume from development lines to maintain a presence in the high end mobile chip area.

Dan
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