Wintel's Demise Message Board

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Technology Stocks : Wintel's Demise

MSFT 506.99

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3:59 PM EST

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To: nihil who wrote (8)	8/25/1997 4:59:00 PM
From: carpe diem	of 328

nihil, Yes, Intels great advantage is its huge and growing number of fabs and its movement to .25 and .18 micron process and 300 mm wafers. Let me run a scenario by you and get your opinion. There is an incredible number of 200mm and 300mm fabs coming on line for DRAM. Almost daily I read of some Korean or Taiwan or Singaporan group building 2, 3 or planning more fabs. All of these new fabs are submicron, most .35 and .25 micron. What can we predict for the DRAM capacity after all these 8 and 12 inch fabs come on line? I think it possible that in 2 years there will be 10 or more HUGE fabs begging to be foundries. If AMD could use IDLED DRAM 8 and 12 inch fabs as foundries to build their X86 microprocessors, then AMD could "pump up the volume". Do you feel Intels Manufacturing stranglehold could be broken by AMD and foundry partners? Thanks, carpe diem

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