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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Process Boy who wrote (101070)	3/18/2000 8:42:00 PM
From: Jim McMannis	Respond to of 186894

RE:"BTW, if Intel production is so sucky, you expect a "bad Q" from Intel?"... We all know Intel will have a blow out quarter. Demand is good...production is too... Jim

To: Process Boy who wrote (101070)	3/19/2000 12:18:00 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: I believe that's eight inch wafers, not 12 inch. I didn't say it was an AMD facility, just that it was in Dresden. Sorry for any confusion. But Infineon's Dresden FAB, like AMD's, uses Motorola technology. It's very nearby, and given the close cooperation between AMD and Motorola on FAB technology together with close proximity of these two facilities, I'd expect any "lessons learned" at Infineon/Motorola will be made available to the AMD/Motorola FAB. semibiznews.com (10/13/99, 01:04:49 PM EDT) DRESDEN, Germany --The first shipment of products made on 300-mm wafers has begun at the Semiconductor300 joint venture between Infineon Technologies AG and Motorola Inc. here. Re: BTW, if Intel production is so sucky, you expect a "bad Q" from Intel? I expect a very good Q1 for Intel. The present coppermine parts shortage may cause long term problems if not corrected (as market share and mind share are lost), but short term it allows Intel to demand (and receive!) top dollar for whatever parts it can produce. There is a scenario in which Intel would be affected (but not hurt, Intel is far to well capitalized for that). If Dresden is doing as well as claimed, and can ship a few million 1.1 to 1.4 GHZ part each in Q3 and Q4, and Austin ships 5 to 10 million .9 to 1 GHZ Spitfires (with on-chip cache) in each of those quarters, Intel will almost certainly suffer substantial erosion in ASP. Intel will also lose a substantial part of the profitable (high end) segment of the CPU market. This market would stay lost unless and until Intel ships a superior - not just parity - processor. Given that AMD stands a good chance at being in volume .13 (and 2GHZ) by Q1 of 2001, Intel might never gain back that lost, and very profitable, market share. If AMD fails to deliver a substantially faster chip from Dresden, or if Intel manages to produce Willamette in volume by the end of Q2, this won't happen. It will be interesting to see how it all works out. Dan