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

To: Dan3 who wrote (49967)	8/5/2001 7:00:35 PM
From: Paul Engel	Read Replies (1) \| Respond to of 275872

Re: "Clinton was President, Intel was profitable" Bush is now President and Intel is STILL profitable - and has been continuously since 1986. Looks like AMD is about to slide back into losses, however - but then, it really isn't different this time - is it?

To: Dan3 who wrote (49967)	8/5/2001 7:13:10 PM
From: THE WATSONYOUTH	Read Replies (2) \| Respond to of 275872

A lot of stuff was different 3 years ago: Clinton was President, Intel was profitable, the Yankees were a sure thing for the pennant. The current process uses much thinner silicon and also uses only a 1000A layer of buried oxide. The combination allows for a single lower energy implant as opposed to the 4 higher energy implants of the old process. I would guess thru put has gone up 3x-4x per implanter. I assume AMD will use a similar thin box process for obvious reasons. THE WATSONYOUTH