Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.78

+2.7%

Nov 26 3:59 PM EST

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To: Pravin Kamdar who wrote (147338)	11/10/2001 9:02:17 PM
From: Elmer	Read Replies (2) of 186894

I don't think that AMD increasing capacity at a foundry (high performance capacity, at that) can be considered in any way a negative. You obviously haven't done any process conversions with ASIC fabs. I have, lots on them. ASIC fabs underperform a top rate fab like Intel's and (presumably) AMD's. They are intended to run many different products and can not be optimized for AMD. They get paid by the wafer and not binsplit. Any hope of a high performance Athlon coming from an ASIC fab is just plain silly. Something is wrong in AMD land and this is a disaster recovery plan. EP

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