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Technology Stocks : Intel Corporation (INTC)
INTC 46.96-2.8%Jan 16 9:30 AM EST
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To: Elmer who wrote (156259)1/19/2002 12:08:44 PM
From: semiconeng  Read Replies (2) of 186894
 
AMD could have a real cost advantage if they could actually manufacture their designs. AMD seems to have made the mistake of having their eyes bigger than their stomach. Under relentless pressure from Intel they are designing beyond their ability to manufacture

--Exactly. I kept saying time and again that there was nothing wrong with intel's 0.13u process, despite what ole "Inquirer Mike" said. It now seems to be proving true that intel's manufacturing is clearly on-track, and AMD's is not.

Intel on the other hand has taken the stance that they will design larger die that they can comfortably manufacture. Monster fabs are in place and the transition to 12" production is real and already producing revenue. AMD is years away from following suit.

--The F20 Oregon site has probably been ramping the 0.13u 200mm for MONTHS, with The California D2 Fab producing and Arizona's F22 most like shipping sometime in Q1 (if not already), I think that there is going to be a FLOOD of Northwood P4 in Q1. Watch Out Jerry, That's A Tsunami Coming!!!!!!

So, Intel has had some real problems over the last couple of years but who is on track now and who isn't?
EP

--Those days are history, not only on track now, but FULL SPEED AHEAD.....

:-)

Semi
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