Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 36.82

+1.5%

Dec 19 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Engel who wrote (136850)	6/6/2001 11:09:55 PM
From: Dan3	Read Replies (3) of 186894

Re: AMD is a leach - and Intel deals with them accordingly. If AMD starts shipping .13 copper on SOI by the end of the year - quite an if, since I don't quite trust the good Dr. Ruiz at this point - Intel would be screwed. SOI is worth nearly a half generation which would give AMD the equivalent of a .11 process. And at a time when they have already been in the SMP and (back in the) notebook markets for half a year. Construction of the added on oxygen implantation facility at Dresden should be pretty much finished up by now, so Hector must have seen very encouraging first silicon that led to that announcement. We all know how notched gates, 1.13 PIIIs, and K6-2 shrinks can sometimes not come off as planned... But it evidently looks OK, so far. If Intel's a half generation behind for the next year and a half, it could end up being road kill - really. Without a decent volume of the high margin stuff to carry the rest of the corporation and pay for the $12 to $15 Billion in FABs they've been building from a year ago to a year from now, Intel could actually be in actual financial trouble. Dan

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next