Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.82

+1.5%

Dec 19 9:30 AM EST

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To: Stoctrash who wrote (139385)	7/17/2001 2:03:58 PM
From: Dan3	Read Replies (3) of 186894

Re: what happens when they get UMC and TSM pumping out the Athwipers<GG> too? The details of the recent licensing arrangement regarding their SOI process seemed to indicate that it might apply to IBM fabbing parts for AMD in IBM facilities. There probably isn't any other company with a process good enough to do AMD much good. Conceivably, AMD could be producing at Austin, Dresden, Gresham, and some IBM facility by the end of this year. Gresham was designed to open (this summer) with 200mm but migrate to 300mm (12 inch) wafers. siliconstrategies.com 213.219.40.69 In such a (wildly unlikely) circumstance, AMD could probably supply the entire microprocessor market by the end of 2002.

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