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Technology Stocks : Intel Corporation (INTC)

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To: semiconeng who wrote (132808)	4/18/2001 3:50:52 PM
From: andy kelly	Read Replies (1) of 186894

Hi Semi Re: the 300mm Fab question I am using the same timetable that you are, I think. D1C in Q1 of '02, F11X in Q3 of '02 and F24 in Q2-3 of '03. That will be 3 fabs. Has AMD announced any yet? I haven't seen any press releases. I'm guessing they will announce one in '02 and start ramping in '04. Does that not sound right to you? Nice day today, and a big thank you to all Intel employees for the way they managed to earn a billion dollars during one of the worst quarters for the industry in a very long time. I was surprised that no analysts said "nice quarter" during the CC, since it was richly deserved IMHO. andy No, I was not really surprised.

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