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

To: Charles R who wrote (18130)	11/7/2000 10:05:32 PM
From: Paul Ma	Read Replies (1) \| Respond to of 275872

what would .13 do to capacity for AMD and Intel? Paul

To: Charles R who wrote (18130)	11/8/2000 8:55:47 AM
From: that_crazy_doug	Read Replies (1) \| Respond to of 275872

<< By the way as I have stated couple of times on this thread before, Intel has beaten AMD to 0.13. It will be interesting to see when AMD will regain process advantage once Intel starts shipping on 0.13 >> A couple questions if you don't mind: When do you expect both companies to ship .13 parts? How many .13 fabs do you expect Intel to have, and are they all copper? (I had heard the problem with converting an al fab to a cu one was immense, and am curious if you know if Intel is planning to do this or whether they are just building new copper fabs instead).