Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: peter_luc who wrote (34953)	4/5/2001 1:30:45 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: Hmmm, what does it tell us about Intel's 0.13µ ramp? I'll try! :-) If 45 million parts are sold in Q3, and AMD/VIA sells 10 million parts that leaves 35 million for Intel. 2% is 700K parts. 7% (for Q4) would be 2.5 million. (I expect marginally higher total sales in Q4 with the increase going to AMD and VIA) By Q4 AMD is scheduled to be sampling its advanced 9 layer SOI .13 process. By the end of Q1 of 2002, AMD will have a greater percentage of its capacity as .13 than Intel will. Regards, Dan