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

To: Dan3 who wrote (102578)	4/18/2000 8:37:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Dan, <AMD was 100% .18 this quarter. They will be 40% .15 and 10% .10 by end of year when Intel is still 10% .25> Wrong, Dan. AMD may have completed a transition to 0.18u in Q1, but overall they are not 100% 0.18u. Remember that AMD sold 5.3M K6 CPUs in Q1, and most (or all?) of those were 0.25u. AMD's transition to 0.18u will not be all that much better than Intel's. And AMD is by no means going to be at 0.10u by the end of this year. 0.10u might be one of those physical dimensions within the 0.18u process, but it's still considered an 0.18u process. AMD's real 0.13u process won't be here until 2001, and no one in the entire semi industry will even be close to a real 0.10u process until several years from now. <Sorry to be a bit nasty about all this, but I think your glasses are rose colored.> And I think you're a pot calling a kettle black. Please take your FUD back to the AMD thread; I'm sure you guys are chuckling right now at Intel's so-so Q1 results. Tenchusatsu