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Technology Stocks : Intel Corporation (INTC)
INTC 39.46-3.2%2:17 PM EST
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To: dale_laroy who wrote (161388)3/7/2002 4:03:49 PM
From: fingolfen  Read Replies (2) of 186894
 
Just kidding. Barton will put P-IIIM on the ropes in the thin and light segment. Banias could be just what Intel needs to neutralize the threat of Barton.

Sounds like another "just wait until next year" post. AMD has some major challenges this year, and if they don't pick up their feet, they're going to find themselves trudging far behind.

AMD still hasn't transitioned to 0.13 micron in the back end (although their front-end has been effectively 0.13 micron for many, many months). That's a problem... Intel's at 0.13 micron on both 200 and 300mm wafers... and 200mm 0.13 micron parts have been on the market for at least six months.

AMD is going to have trouble perpetuating their success so far in shrinking the gate lengths to the n+1 node for 0.13 micron and 90nm because the lithography requirements are now too stringent. AMD needs 193nm, and recent ruminations on this point have not been favorable.

AMD still needs to transition to a 0.13 micron SOI process before the end of the year (the 0.13 bulk process is not online, and we're breathing down the neck of Q2).

AMD has a lot of very ambitious plans and a solid roadmap, but to remain competitive, they are going to need to execute to that roadmap. Their Athlon roadmap is already slipping. Their process roadmap is in danger of slipping as well. AMD can't rely on Intel to screw up to succeed, they have to bring value and competitive products to the market on time, or they will no longer be competitive...
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