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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: THE WATSONYOUTH who wrote (7515)	9/4/2000 10:28:50 PM
From: chic_hearne	Respond to of 275872

Re: IBM went to copper at .25um to be first and to reap the benefit of a lot of easy and free PR. Also, quite a few egos had to be stroked. There was no performance gain at .25um. I think AMD did the right thing to move to copper at .18um in Dresden Watson, I agree. Me: Anyone that thinks Intel is going to smoothly do .13um copper in the middle of next year like Barrett states is living a pipe dream. You: Smooth or otherwise, Intel has no choice. While most of your post seems to disagree with me, I couldn't have stated my opinion better than you just did. No company with $20++++ billion a year in revenues should ever do anything when they have no other choice. With 7 mega fabs (or however many it is) Intel should have dedicated one to .25um or .18um copper even before IBM did. I think they're going to pay for this move. Time will tell. chic