Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

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To: Joseph Pareti who wrote (172532)	1/17/2003 8:54:07 AM
From: Dan3	Read Replies (1) of 186894

Dresden is expected to be at production on 90nm (SOI) in Q4, according the AMD's conference call. Not all expectations are met, of course. Intel is expecting to be in production on 90nm by Q2/Q3. For both companies, past experience has shown that the lag from initial "production" (which is more like sampling) to high volume, is 2 to 4 quarters, depending on how the ramp goes - with Intel usually ramping more quickly, but AMD, with only one or two FABs to "ramp", sometimes faster. AMD also said that Dresden would be able to produce 75 million hammers per year from the one FAB at the 90nm node. Then they said that that's more than they think they can sell.

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