Ahhhh.. Now I see the flaw in their logic:
Message 15344015
As far as the fab people in
Oregon, New Mexico, and Ireland are concerned (where the new 300mm fabs will be), the 0.13-micron process and 300mm are the same. Unfortunately, 300mm wafer development will take another 9-12 months-so Intel may have the equipment, but not the raw materials to go into volume production on 300mm.
This assumption that 0.13u and 300mm "are the same" is incorrect. 0.13u and 300mm are completely different projects. 0.13u will not be started up on 300mm, it will be started up on 200mm. Also, their assumptions of the locations of the start of the 0.13u process is only "1 for 3".
And I'm sure that having Joe Roby the CEO of Donaldson, Lufkin Jarret (which merged with CFSB) on AMD's Board Of Directors, and having Jerry Sanders sit on DLJ's Board Of Directors has NO influence on any of this at all:
csfb.com
DONALDSON, LUFKIN & JENRETTE, INC.
BOARD OF DIRECTORS
W. J. SANDERS III
Chairman and
Chief Executive Officer
Advanced Micro Devices, Inc.
"Joe L. Roby (60) was elected Chief Executive Officer of the Company in February 1998 and has also served as President of the Company since February 1996. He served as Chief Operating Officer of the Company from November 1995 until February 1998. Previously, Mr. Roby had served as Chairman of the Company’s Banking Group since 1989. Mr. Roby joined the Company as a Vice President in the
Investment Banking Group in 1972 and became head of the group in 1984. Mr. Roby has been a director of
the Company since 1989. He is also a director of Advanced Micro Devices, Inc. and Sybron International
Corporation.
But, I'm sure that CFSB is COMPLETELY unbiased...... NOT
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