Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 39.50

-3.1%

Dec 11 3:59 PM EST

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To: Yousef who wrote (169351)	8/13/2002 12:28:25 PM
From: Elmer	Read Replies (1) of 186894

I have worked with the top 3 foundries (TSMC/UMC/CHRT) and have experienced all three of these problems. I have also worked with INTC on process development and I can confidently say that INTC has much higher expectations for yield (defect density) than any of these foundries. Your points are exactly what I was thinking but didn't have the energy to post. The only way the foundry model is going to win out is if performance is no longer a major factor. EP

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