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To: AK2004 who wrote (127526)2/16/2001 1:25:55 PM
From: fingolfen  Read Replies (1) | Respond to of 186894
 
so basically what you're saying if it is a good news /spin for intel then it is true and if it is not then they have no idea what they are talking about

Not at all. My difficulty with the article posted previously is that it had one very glaring error, which made all of the other data very suspect. The analyst you cited earlier this week was under the mistaken impression that there was no 0.13 micron without 300mm. That is a fundamental misunderstanding. If the analyst in question is not knowledgeable enough to know that Intel has already released details on a 200mm, 0.13 micron process, then how can you trust anything else they have to say on the subject? The fact that the analyst did not have even the vaguest conception of the state of Intel process development completely undermined his credibility.

Now, compare that to what you published is today to the board... a simple schedule. A schedule is raw data which is left for the reader to interpret. If that schedule is correct, then while the previous analyst was correct in saying that 300mm is not due to begin production for 9-12 months... but the conclusions he drew (that there would be NO 0.13 micron production for 9-12 months), were without basis in fact.

I don't know exactly what you're standards of fairness and objectivity are... but I think any reasonable individual would call the preceding an "objective" and "unbiased" analysis.