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Technology Stocks : Intel Corporation (INTC)

INTC 36.52

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3:19 PM EST

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To: Tony Viola who wrote (145419)	10/16/2001 2:36:05 PM
From: Dan3	Read Replies (2) of 186894

Re: can AMD afford to keep developing a process roadmap It cost Intel $10 Billion to move to copper, AMD has already spent most of what it needs to move to copper and SOI. Figure Intel is out another $10 Billion to move to SOI, and they're completely out of resources. AMD continues to lead Intel by over a year in process technology. Intel's balance sheet continues to worsen, while AMD's is actually getting better, even in this market. We'll see who can't afford to keep up in 4 years at the .7 node - don't be so sure that it won't be Intel that has to drop out of the race.

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