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: Tenchusatsu who wrote (150379)	11/29/2001 3:15:08 PM
From: wanna_bmw	Read Replies (3) \| Respond to of 186894

Tenchusatsu, Re: "Fujitsu closes Gresham, OR plant" Ouch. That can't be good for FASL (or AMD). wbmw

To: Tenchusatsu who wrote (150379)	11/29/2001 6:25:14 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Ten - Re: "Fujitsu closes Gresham, OR plant:" Nonsense ! Dan3 told us all that AMD bought that Gresham fab several months ago !! {======================================} To:wanna_bmw who wrote (143840) From: Dan3 Saturday, Sep 22, 2001 10:11 PM View Replies (1) \| Respond to 143942 of 143946 Re: Your various posts on the Mod AMD thread tonight Do you realize what a critical period Intel is approaching? More that 100% of CPU unit growth is taking place in Asia (as sales in North America and Europe decrease) and VIA is absorbing most of that growth. Intel walked away from the well accepted, inexpensive, widely available socket 370 market it spent years developing - and VIA is reaping the benefits of all that effort. Meanwhile AMD now has the Gresham FAB - designed for 300mm, copper, and sub .13 - to back up Dresden if it needs it. AMD could be producing 25 million 64 bit hammers per quarter by early 2003. Intel could find itself relegated to less than 50% of the CPU market as early as then. Intel could execute flawlessly with its IA-64 strategy and find itself stuck with a white elephant as its customer base stays with software that is consistent and compatible.