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

To: kash johal who wrote (33951)	3/28/2001 2:06:39 PM
From: porn_start878	Read Replies (1) \| Respond to of 275872

They are madly ramping 0.13 in several BRAND SPANKING new FABS. And spending BILLIONS while they are at it. Remeber the proverbial "you can't make a child in one month out of 9 pregmant women"? Some things just take the time they need. However, Intel may well surprize us and get .13u pIII in Q3 and .13u P4 in Q4. Anyway it wouldn't be a disaster, as .18u Palomino is very promising. Max

To: kash johal who wrote (33951)	3/28/2001 2:12:15 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Kash, They are madly ramping 0.13 in several BRAND SPANKING new FABS. And spending BILLIONS while they are at it. They are essentially betting Intels leadership position in processors on this ramp. It would be foolish however to count them out. But the heat is definately on them!!! God observations. It is interesting to note a slight shifting of the roles (not a complete role reversal yet): In the past there was company that was making solid bucks on the bread and butter products, while another company was always seen betting the farm on the next pie in the sky project. Joe