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

To: Paul Engel who wrote (147152)	11/8/2001 12:30:34 PM
From: Tony Viola	Read Replies (3) \| Respond to of 186894

Paul, Are you listening to the AMD webcast? Dirk Meyer will speak later re Hammer, probably also existing and soon upcoming products. Sanders started off, kept it clean so far. I expect him to get the foul mouth going later. Ruiz says plan is to migrate to 130 nm from Q4-01 to Q4-02. Didn't mention FCS of a 0.13 chip that I caught. Begin to convert to 90 nm in mid-2003. Sounds very late compared with Intel. Target 65 nm, 300 mm for 2005. Slide with Willamette, Northwood, and comparable AMD products moving forward shows Clawhammer, but no Sledgehammer. Will Sledgehammer show later? Ruiz says that when Intel realizes 25% saving from 0.13, etc., AMD will get 40%. Flash guy up. 9:25 a.m. Tony Edit, Ruiz said there will be a partner with AMD for 300 mm, again, in 2005. He mentioned Fujitsu, maybe Motorola, but I didn't get who the 300 mm partner would be. Ruiz pounded the AMD die size advantage over Intel again and again. Said he thought the 116 mm die size estimate for Northwood, from Intel, was "generous" and AMD expected its die to be bigger.