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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST
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To: Paul Engel who wrote (132379)4/15/2001 1:24:08 AM
From: Dan3  Read Replies (4) of 186894
 
Re: When business picks up, and Intel has those new 0.13 micron copper fabs in production

AMD started putting into place copper FAB technology with pod wafer handling equipment two years ago. It's about a third paid for already.

50% of AMD's capacity is already equipped for pods, copper, and soon SOI.

Intel is hoping to bring its first smidgen of such capacity on line real-soon-now. They don't know when they can begin to hope for SOI. Intel is two years behind AMD.

Sander's timing was brilliant. Barretts's was not.

Dan
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