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Technology Stocks : Intel Corporation (INTC)
INTC 48.12-0.2%10:08 AM EST

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To: Anthony Mascarenhas who wrote (5357)11/17/1996 6:32:00 PM
From: Jie Qian   of 186894
 
RE: AMD/INTC capacity and technology

<Intel has a large lead in manufacturing capacity and technology>

* AMD's FAB 25 (TWENTY FIVE) is under construction.

* AMD's K6 is 8.8 mil transistors with 5 layer metal on 0.35 uM
process. There are only a few company in the world who can
manufacture this, INTEL and AMD among them.

Intel still has the marketing leads, but I seriously doubt that is can
maitain the kind of margin at will!

Regards.
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