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

To: semiconeng who wrote (139204)	7/15/2001 11:09:11 AM
From: dale_laroy	Read Replies (2) \| Respond to of 186894

>If anybody's timing seems to be wrong, it appears that it is AMD's.< What you are overlooking is Intel's ambitious plans for the P4. Intel may be bringing capacity online, but at least in H1 2002, this will be offset by growth in average die size. By contrast, AMD will probably finish ramping wafer starts by the end of 2001 with 20% of this ramp being 193nm equipment in Q4. This capacity will only begin to ship at the end of 2001, with perhaps 17% of Fab30's capacity not being realized in shipments until Q1 2002. Additionally, AMD will not be moving to a large core than the Palomino until Sledgehammer ships in late 2002. Until that time, AMD will be experiencing perhaps as much as a 50% increase in unit volume from Fab30 in 2002 just from the migration to 0.13-micron.