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

To: wanna_bmw who wrote (153740)	1/4/2002 11:33:08 AM
From: greg s	Read Replies (1) \| Respond to of 186894

wbmw, re: Nice QuantiMath More like QuantiLogic ... "Dan3 is AMD's most important fabrication facility" - (TM) tcmay greg

To: wanna_bmw who wrote (153740)	1/4/2002 10:22:43 PM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: Intel's Fab costs help them to manufacture many parts that aren't CPUs Almost everything but CPUs and a little flash is made at old FABs using old equipment. That $15 Billion CAPEX cost was 90% for CPUs - AMD probably spent more of its CAPEX (as a percentage) on flash than Intel did on everything except CPUs. don't you think that being more than 6 months ahead of AMD in .13u manufacturing accounts for anything to Intel? It's something. What about their being 1.5 years behind on copper, 1.5 years behind on DDR, and 1.5 years behind on SOI?