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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST

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To: Dan3 who wrote (64952)12/5/2001 5:47:07 AM
From: peter_lucRead Replies (1) of 275872
 
Dan,

indeed an outstanding article! BTW: Here is another highly interesting article from The Inquirer:

"Is Intel facing a processor crunch?

How many .13 micron fabs are there?

By Mike Magee, 05/12/2001 09:38:02 BST"

See theinquirer.net

A quote: "So the question is, if Intel only has two fabs running .13 micron technology currently, how will it square that roadmap circle and manage to ship the vast majority of its processors using that technology in the first half of 2002? We'd welcome clarification from Intel, if that is possible.

Perhaps that may come tomorrow, as Intel is briefing financial analysts on how well its current quarter is progressing."

If only Mike could participate at that analyst meeting... ;-)

Peter
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