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Technology Stocks : Intel Corporation (INTC)

INTC 36.16

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9:30 AM EST

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To: Charles Gryba who wrote (149405)	11/25/2001 11:24:39 PM
From: wanna_bmw	Read Replies (1) of 186894

Constantine, Re: "I think he will concede that Intel just blew it with SOI. My worry is that with their $$$ ( and AMD's procrastination ) they may have SOI out before AMD does." That would be a serious disadvantage for AMD. I will agree that SOI could probably offer Intel more leverage in their .13u process, but I don't think the gains would outweigh the costs. No doubt about it, SOI is an expensive process, and AMD shouldn't be expecting perfect yields right off the bat. Other than a small increase in performance, I don't see SOI offering AMD that big of a benefit. On the other hand, since they will probably have little benefit from transitioning to a .13u process, they will probably need what little SOI offers at this point just to remain competitive. Intel still has a lot of headroom in their .13u process, so they may not need SOI at this point. wbmw

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