Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.28

-0.6%

Dec 16 3:59 PM EST

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To: andy kelly who wrote (132617)	4/18/2001 11:20:00 AM
From: semiconeng	Read Replies (2) of 186894

As for the 0.13 INTC vs. AMD argument, I think that will help us a little but I see the 300 mm Fabs as the real killer competitive edge. It's looking like we might have 3 ramped fabs at 300 before AMD gets their first. That would be a real tough disadvantage to overcome. andy I don't think the 300mm Fab ramp will be as quick as you think. Intel just announced that the Oregon Development Fab D1C just got 0.13u yielding on 300mm. Fab22 in Arizona is going to start up on 200mm, not 300mm. Additionally, most 200mm equipment is not 300mm compatible, which would require intel to remove the current equipment, and replace it. A much more likely scenario, is for intel to implement 0.13u on existing 200mm equipment, and install the 300mm in "expansions" to current fabs. Many of the Fab expansions have been put on hold, which I believe means that the only significant 300mm output will come out of D1C for the foreseeable future. Semi

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