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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: chaz who wrote (45938)8/28/2001 12:42:44 PM
From: Uncle Frank  Read Replies (2) | Respond to of 54805
 
>> What will AMD do? Don't know, but I do know it won't go away.

I think that was Seth's point, Chaz. He's suggesting that AMD will quickly migrate to .13 micron geometry to match Intel's move, and that this will benefit nmtc.

Note that Seth has made two as yet unconfirmed assumptions in this scenario - that Intel has put .13 into production in order to produce a 2GHz processor, and that they have employed nmtc technology in doing so.

uf


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