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Technology Stocks : Intel Corporation (INTC)

INTC 36.45

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12:15 PM EST

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To: semiconeng who wrote (132896)	4/18/2001 10:34:32 PM
From: porn_start878	Read Replies (1) of 186894

"Unfortunately, AMD's Texas and Dresden Fabs don't use this strategy, of course they could sell off the equipment as used. I'm not sure the disruption in the current manufacturing process would be worth it." AMD plans to convert FAB25 to flash, when it's obsolete. FAB35 will be 300mm, but it's far away. Dresden will be 100% .13 by mid 2001, and a lot of ~60mm² Palominos can be produced on a 200mm .13 waffer. Clawhammer is 100mm² and it won't eat 50% of the total output before the end of 2002. Capacity problems could appear in 2003, but I guess they have a plan... FAB30 expansion for example Max

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