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Technology Stocks : Intel Corporation (INTC)

INTC 35.10

+2.3%

Nov 19 3:59 PM EST

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To: dale_laroy who wrote (161673)	3/9/2002 3:17:01 PM
From: Tony Viola	Read Replies (3) of 186894

Dale, >With a pilot production line at UMC Fab12a ramped to 600 wafers per week, AMD would have the equivalent of about 1400 200mm wafers per week production, at 90nm. This should yield at least as many 90nm Clawhammer processors as AMD is currently getting 180nm Palominos from 2800 wafers per week at Fab30. AMD can't even get 0.13 out and you're talking about all the grand and glorious things that can happen at the next node. If I were an AMD holder, I'd be laying low with all the futures talk. This company can't hold a candle to Intel right now with regard to setting and holding to within even reasonable slips in desktop and notebook. Sources a cigarette paper's width away from AMD confirm that's what's happening round about the 20th, and that we won't see fully fledged machines running the Thoroughbred until about eight weeks afterwards. 213.219.40.69 Tony

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