Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elmer who wrote (150303)	11/29/2001 10:59:11 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Elmer, Re: "According to Chen, AMD, of Sunnyvale, Calif.,may be experiencing difficulty in stabilizing its 0.13 micron processor technology, which could delay the production of its Athlon processors using the technology. This, in turn, could hurt gross margins and market share as well as weaken AMD's competitive position with regard to both costs and performance, the analyst said." The AMDroids really liked Chen's report about Intel lowering their manufacturing orders over the past couple months. I wonder if he's such a good analyst, if they like this report, too. <G> wbmw

To: Elmer who wrote (150303)	11/29/2001 11:38:57 AM
From: fingolfen	Read Replies (3) \| Respond to of 186894

According to Chen, AMD, of Sunnyvale, Calif.,may be experiencing difficulty in stabilizing its 0.13 micron processor technology, which could delay the production of its Athlon processors using the technology. This, in turn, could hurt gross margins and market share as well as weaken AMD's competitive position with regard to both costs and performance, the analyst said. If they're trying to push gate CD's below 65nm, I can guarantee that they're going to have trouble... Was there any mention of whether or not this was the bulk or SOI process??? I'd presume bulk, but I could be wrong.

To: Elmer who wrote (150303)	11/29/2001 12:37:30 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Elmer, maybe GV or Bob Kim? Chen maintained his longterm buy rating on shares of AMD, but recommended investors trim their positions. Real dumb question, but does this mean sell now and buy back later? Tony

To: Elmer who wrote (150303)	11/29/2001 12:45:31 PM
From: Paul Engel	Respond to of 186894

Elmer - Re: "AMD, of Sunnyvale, Calif.,may be experiencing difficulty in stabilizing its 0.13 micron processor technology, which could delay the production of its Athlon processors using the technology. " Gee...what a surprise !! AMD - executing itself FLAWLESSLY !!! Paul

To: Elmer who wrote (150303)	11/30/2001 8:13:26 AM
From: Dan3	Respond to of 186894

Re: AMD, of Sunnyvale, Calif.,may be experiencing difficulty How ironic that it is actually Intel that is currently suffering a yield problem and is unable to fulfill previously accepted orders. Well, that's what happened to AMD a few years ago with the K6: They accepted orders, ran the wafers, then failed to fulfill some orders when a higher than expected percentage of the wafers turned out bad. It happens to even the best of semi manufacturers, Intel need not be ashamed. 08:39am EST 29-Nov-01 Bear Stearns Focus of the Day An Intel spokeswoman, Evia Shum, said the company may not fulfill orders for certain models of Pentium 4 processors. There is no indication that the total number of PCs sold has been greater than expected, (the opposite, actually) and Intel pricing does not indicate any surplus of PIIIs -which would be expected if there were an unexpected transfer of demand from PIII to P4.