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Technology Stocks : Intel Corporation (INTC)
INTC 39.89+1.0%9:54 AM EST

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To: Elmer who wrote (169343)8/13/2002 2:16:20 AM
From: wanna_bmw  Read Replies (1) of 186894
 
Elmer, Re: "In its announcement expected today, Intel will describe some key elements of its 90-nanometer production process"

Very good news. I'm interested in hearing what they have to say.

Re: "Technology is being commoditized and there is a refusal on the part of Intel and other people to realize how quickly this is happening," says Hector Ruiz, chief executive of Advanced Micro Devices Inc., an Intel rival. "I think Intel is trapped in a model that they can't see how to get out of."

Funny that Ruiz would say such a thing. Intel is moving towards higher performance and lower cost processes. What the frick is AMD doing? Answer:

"By contrast, Advanced Micro Devices doesn't plan to move to the new wafer generation until 2005, and then only by sharing costs with the Taiwanese chip maker United Microelectronics Corp."

Exactly.

wbmw
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