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Technology Stocks : Intel Corporation (INTC)
INTC 36.66+1.3%3:59 PM EST
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To: Elmer who wrote (141946)8/19/2001 6:47:13 AM
From: Yousef  Read Replies (1) of 186894
 
Elmer,

Re: "The problem is AMD has already spent most of the benefits of
a .13u process and the full .13u is nowhere in sight."

This should really worry the AMDroids ... If AMD has already "retrofitted"
their .13um FETs into their .18um interconnect, then speed gains
won't be coming as often from AMD. This along with being late
on the full .13um process will give INTC a significant cost advantage
without even using 300mm wafers.

Make It So,
Yousef
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