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Technology Stocks : All About Sun Microsystems
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To: Charles Tutt who wrote (49323)5/29/2002 8:55:11 PM
From: Just_Observing  Read Replies (2) of 64865
 
Intel has been riding the success of their process engineers for quite a while

Agreed. But Intel may have already overinvested in plant and equipment. AMD fans claim that just the Dresden fab can supply the entire 150 million per year demand for processors. And Intel has at least 5 times the capacity of AMD.

And now manufacturing expertise as well as semiconductor investment is growing fastest in Taiwan. No wonder AMD is outsourcing production to Taiwan. Yet another threat to Intel.
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