Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 33.62

-4.2%

Nov 20 3:59 PM EST

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To: Tony Viola who wrote (161679)	3/9/2002 5:32:32 PM
From: dale_laroy	Read Replies (2) of 186894

>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.< Which is why I predict Q2 2004 for AMD's transition to 90nm to begin. AMD probably will ramp their 300mm pilot production line to 600 wafers per week, but everything that I have read leads me to believe that this ramp will begin about mid-2004.

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