Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.25

-0.4%

1:59 PM EST

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To: Paul Engel who wrote (138711)	7/6/2001 8:59:28 AM
From: Dan3	Read Replies (2) of 186894

Re: when AMD adds that next Fab - a 300 MM wafer fab - Intel will have been in production on their first 300 MM wafer fab for about 3 years Pervert Paul - AMD has been in production in its copper FAB for about 2 years and it didn't do much for the quarter. 300mm does absolutely nothing except, maybe, cut die cost by a few dollars (and if your wafer yield goes down even a little -vs. die yield, it doesn't even do that). Copper, even at .18, seems to have upped speeds by a bin or two, which can add $50 to a chip's selling price. 300mm is not particularly important - Intel going to .13 is very important, and so is going to copper. Dan

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