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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: dale_laroy who wrote (135983)	5/23/2001 3:53:34 PM
From: fingolfen	Respond to of 186894

Well, then SVGI is clearly lying, because they claim Intel as a customer and do claim Intel is affected. I don't think they're lying, I just don't think they understand what process the tools are actually for... As for AMD, AMD uses ASML equipment, so they may or may not be affected. SVGI claims it is an endemic shortage of lens material that affects all equipment manufacturers. More recent rumors claim that it is problems with the design of SVGI equipment that is causing a delay. According to SVGI, the shortage will be resolved in 3-4 months. According to the more recent rumors, the resolution of the equipment problems is indeterminate, so the delivery of equipment could drag out to several quarters. That's neither here nor there... as Intel is clearly using 248 for 200mm 0.13 micron processing according to every document they've ever put out about the process.