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To: Dan3 who wrote (128148)2/23/2001 12:18:11 AM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Alibi Dan - Re: ". Intel already has the capacity (and is paying to depreciate the capacity) for 50 million CPUs. It's hard to see what affect building new FABs can have for Intel other than to render useless 10 billion dollars worth of Intel plant. "

Wait and see.

Paul



To: Dan3 who wrote (128148)2/23/2001 12:19:35 AM
From: Paul Engel  Respond to of 186894
 
Blow Hard Dan - Re: "AMD spends a few hundred million to upgrade their existing plant - and the result is a 9 layer .13 copper process on SOI for AMD while Intel trails with a 7 layer .13 copper process."

Good thing AMD completed all this development and got it into production last December - eh, Danny-girl?

Paul



To: Dan3 who wrote (128148)2/23/2001 12:21:14 AM
From: Paul Engel  Respond to of 186894
 
Danica - re: 'Investing heavily in advanced plant can be a great strategy in this business, but investing wastefully is never a good strategy in any business"

Wait and see.

And keep your eye on AMD's ASPs in the mean time.

Paul


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