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To: Tony Viola who wrote (147206)	11/8/2001 9:05:09 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Read on another board that the 300 mm fab for 2005, to be partnered with (Fujitsu?) would include 65 nanometer. Continuing your line of thought, just what is the limit of technology Dresden will support? Dresden was built for class1 cleanroom. Can it support .09u & .065u? If not then AMD will be sharing it's volume fab with a partner, meaning limited volume. You need profits just to stay in the game. Once again AMD will be a one trick pony with limited capacity fighting low ASPs while trying to pay off debt. Intel has AMD right where they want them. That's the way it looks. EP

To: Tony Viola who wrote (147206)	11/8/2001 11:46:13 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Craig Barrett elected Chairman of SIA. Maybe he can help them get their Estimates in line with reality ! newsalert.com November 08, 2001 13:09 Intel's Dr. Craig Barrett Named New Semiconductor Industry Association Chairman; Intersil's Gregory Williams to Serve As SIA Vice Chairman SAN JOSE, Calif.--(BUSINESS WIRE)--Nov. 8, 2001--The Board of Directors of the Semiconductor Industry Association (SIA) yesterday elected Dr. Craig Barrett, president and CEO of Intel Corporation, as the SIA Board Chairman and Gregory Williams, president and CEO of Intersil Communications, as the SIA Vice Chairman for 2002. "In the coming year, the SIA will be focused on areas critical to the industry's success and growth such as environmental, health and safety issues, securing world markets for open and fair trade, and continued effort to increase federal funding for basic research and development in math and science," noted George Scalise, SIA president. He added, "With the knowledge and experience that Craig and Greg bring, we can continue to provide leadership in these arenas, in addition to technology development, public policy, and workforce and education programs." "On behalf of the entire SIA Board, I want to express our appreciation to Dr. John Kelly of IBM Technology Group, our 2001 SIA Board Chairman, for his tremendous leadership and commitment to the industry and the SIA," continued Scalise. "Thanks to his guidance and the efforts of other Board members, the SIA continued and expanded its commitment to university research and development, even during difficult market conditions." About the SIA The SIA is the leading voice for the semiconductor industry and has represented US-based manufacturers since 1977. SIA member companies comprise more than 90 percent of US-based semiconductor production. Collectively, the chip industry employs a domestic workforce of 284,000 people. More information about the SIA can be found at www.sia-online.org. CONTACT: Semiconductor Industry Association Molly Tuttle, 408/436-6600 mtuttle@sia-online.org

To: Tony Viola who wrote (147206)	11/9/2001 7:37:18 AM
From: Road Walker	Respond to of 186894

delete

To: Tony Viola who wrote (147206)	11/9/2001 8:32:42 AM
From: Dan3	Read Replies (3) \| Respond to of 186894

Re: Intel is the overwhelming world leader in process and manufacturing technology for high volume chip production. That's why it took them more than a year to catch up to AMD's copper process, right? That's why it takes 16 Intel FABs to produce 3 times as many chips as 4 AMD FABs (including FASL, and taking into account that FASL has quite a bit more of the FLASH market than Intel). You might consider, also, that Infineon has been producing on 300mm wafers since some time in 1999... During the past two years, Intel's marketing has managed to convince a number of so-called IT buyers to pay top dollar for older design, medium speed, PIII chips - that's the only place they've made any money. And that's a terrific achievement by Intel marketing. But the products they had to sell were barely competitive (mostly because of some truly foolish decisions at executive levels, Rambus, IA-64, etc. - not because of a lack of engineering or production capability). Intel is a competitive producer with a mediocre product, great marketing and momentum as a brand that has taken years to slow - but begin to slow it has.

To: Tony Viola who wrote (147206)	11/9/2001 12:56:05 PM
From: Gary Kao	Read Replies (1) \| Respond to of 186894

Heat redux. This post is from another thread but quite relevant to INTC vs AMD, and for those of you contemplating buying a new PC! (apologies if it has been previously posted) Message 16618751 Ausdauer, yes ... SSTI is happy as a clam that new PCs are being sold. As to "launching non-Intel based PC BIOS presumably for systems running on AMD processors.", SSTI is unaffected and you might want to review the facts. AMD probably makes the fastest processors on Earth. The same could be said for CYRX some years back .. but CYRX is dead now. AMD, is a step away from the same fate. AMD processors run hot -- REALLY hot. Heat shortens the life of a PC so the biggest PC makers (like Dell) have better things to do than to risk warranty repairs for a small saving in initial cost. Heat kills. The last time I worked for anyone except myself I was head of Research & Development, Electronics Division -- for a DOW listed company. When I say that heat kills, I know the meaning of those words. I recently built a new PC. I spent >$250 to get a rare and almost obsolete 1.2GHz Tualatin chip. Why? Because this Intel chip is made with a 0.13u process and it uses less than 1/4th the power of any comparable AMD chip -- less than 1/3rd the power of an Intel 2GHz P4 chip. A 1.2GHz Intel PIII is as fast as a 1.7GHzP4 and close to 90% of the best AMD has to offer. The case temp rarely exceeds 10F above ambient and the CPU temp is alwayts below 120F. AMD doesn't make any P3/P4 equivalent chip that runs that cool. This chip sits in a mid-tower case with a spare fan in front and a premium P/S in back. I removed my "super-fast" but "really hot" video card and plunked a slower, MX card in its place. It doesn't matter how fast your CPU is when your PC is dead. Heat kills. To everyone who overclocks their CPUs and to everyone who hoped to save $100 by buying AMD systems, I wish you well. Me, I'd rather have a PC that will NEVER fail. If you want thrills, buy a Harley and an Intel-based portable, and ride the open road. Craig