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Technology Stocks : Intel Corporation (INTC)
INTC 37.01+3.4%3:34 PM EST

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To: Tony Viola who wrote (147206)11/8/2001 9:05:09 PM
From: Elmer  Read Replies (1) of 186894
 
Read on another board that the 300 mm fab for 2005, to be partnered with (Fujitsu?) would include 65 nanometer.

Continuing your line of thought, just what is the limit of technology Dresden will support? Dresden was built for class1 cleanroom. Can it support .09u & .065u? If not then AMD will be sharing it's volume fab with a partner, meaning limited volume. You need profits just to stay in the game. Once again AMD will be a one trick pony with limited capacity fighting low ASPs while trying to pay off debt.

Intel has AMD right where they want them.

That's the way it looks.

EP
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