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Technology Stocks : Intel Corporation (INTC)

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To: Tony Viola who wrote (137194)	6/12/2001 11:32:42 AM
From: maui_dude	Read Replies (1) of 186894

Article from the Inquirer : AMD being bled dry theinquirer.org THE PROCESS RACE with Intel is taking a deadly toll on Austin's Advanced Micro Devices, inside sources have revealed. Although AMD has competed admirably with Intel's frantic fab and process expansion up to this time, the battle is becoming more and more costly to wage. AMD's $2 billion Dresden fab is widely regarded as one of the most advanced in the world, and it has allowed AMD to one-up Intel in the race to copper interconnects. Intel, however, is poised to substantially beat AMD to.13 copper process technology, as well as future .10 and .07 micron processes. Already, the intro date for the K8 'Hammer' processor line has been pushed back substantially because of delays in the .13 and .13 SOI processes it requires. Intel, however, will be flaunting its .13 Northwood Pentium 4 in October of this year. AMD is seeking partners to help it in its manufacturing plight, among them Motorola and IBM. 3rd party foundries, such as TSMC and UMC, are also being contacted. µ * MEANWHILE this Reuters report quotes an AMD official as saying that the firm's market share will reach 30 per cent by the end of this year.

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