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 36.20

+0.1%

Dec 26 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: semiconeng who wrote (139204)	7/15/2001 11:09:11 AM
From: dale_laroy	Read Replies (2) of 186894

>If anybody's timing seems to be wrong, it appears that it is AMD's.< What you are overlooking is Intel's ambitious plans for the P4. Intel may be bringing capacity online, but at least in H1 2002, this will be offset by growth in average die size. By contrast, AMD will probably finish ramping wafer starts by the end of 2001 with 20% of this ramp being 193nm equipment in Q4. This capacity will only begin to ship at the end of 2001, with perhaps 17% of Fab30's capacity not being realized in shipments until Q1 2002. Additionally, AMD will not be moving to a large core than the Palomino until Sledgehammer ships in late 2002. Until that time, AMD will be experiencing perhaps as much as a 50% increase in unit volume from Fab30 in 2002 just from the migration to 0.13-micron.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next