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Technology Stocks : Intel Corporation (INTC)

INTC 35.75

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Nov 24 3:59 PM EST

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To: Tenchusatsu who wrote (162076)	3/13/2002 5:04:27 PM
From: dale_laroy	Read Replies (1) of 186894

>You are deluding yourself if you think AMD can maintain 20% market share without Fab 25.< My guess is that Fab30 could potentially produce 5 million Palomino processors per quarter, if it were fully ramped at 180nm. Optimistically, the transition to 130nm should increase this to 9 million Thoroughbred processors per quarter. Of course, the transition to Barton would decrease yields, but then again Appaloosa would account for roughly half of Fab30's production. I think that AMD could potentially ship 9 million processors per quarter from Fab30 at full ramp of 130nm.

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