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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: Dan3 who wrote (132382)4/15/2001 2:16:49 AM
From: Paul Engel  Read Replies (1) of 186894
 
Blow Hard Dan - re: "Intel is two years behind AMD"

Nope.

Intel is at least 6 months ahead of AMD.

Intel has 1.5 GHz CPUs NOW - and 1.7 GHz in a few weeks - on Aluminum/0.18 micron process.

Forget SOI - Intel claimed it didn't need copper on 0.18 micron process and INTEL PROVED it.

When Intel says it doesn't need SOI - you damn well better believe them, Dannie girl.

Intel will be shipping Tualatin - 0.13 micron copper chips in a few months.

However, by next year, when Intel starts manufacturing 300 MM wafer/0.13 micron wafers, Intel will have a TWO YEAR lead on AMD - maybe THREE years.

Then - AMD will have to start issuing debt - and getting old Joe Roby and DLJ to line up some new bond suckers to help build a 300 MM wafer fab.

Then, Interest expenses will start to consume AMD again.

Paul
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