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

To: milo_morai who wrote (154235)	1/7/2002 11:19:50 PM
From: Elmer	Respond to of 186894

Oh really 130nm isn't fully ramped yet. Where do you get your info? and what is your definition of HIGH VOLUME? You're right. It's not fully ramped yet. Only 5 fabs are running now and not at 100% yet. But that's way more fabs than are running Athlons with terrible yield. 1 Intel fab easily out produces AMDs total output, even with a larger die. Soon Intel will have 12" running as well with 2.5X the capacity of 8" wafers. Time to short AMD and buy back around $10. It works every time! EP

To: milo_morai who wrote (154235)	1/8/2002 11:09:44 AM
From: fingolfen	Read Replies (1) \| Respond to of 186894

Oh really 130nm isn't fully ramped yet. Where do you get your info? and what is your definition of HIGH VOLUME Whether you like it or not, this launch seems to be real. I would wager that Intel had stockpiled well into the six figures, before launch. AMD didn't do that because they can't do that. Granted, the 0.13 micron process isn't fully ramped, but I'm also willing to bet that Intel doesn't have appreciable binsplit below 2.0GHz. Intel's 0.13 fabs are ramping steeply, and their level of production will quickly increase. Granted, they have released some slower parts, and a normal distribution implies for every really fast part, you get one really slow one... I honestly think the lower bins are there to suppliment 0.18 micron supply as Intel was very much capacity constrained in Q4. I do, however, appreciate why the AMD supporters need to believe that Intel has yield, or binsplit problems... AMD can't produce many 2000+ models. Those that are out there don't overclock for beans indicating that AMD is at the end of the road on their hybrid 0.13/0.18 process, with no full 0.13 process on the horizon. The Northwoods, however, overclock like the daylights. AMD's already having trouble keeping up with the Northwood, and the chip and process have a lot of headroom. AMD's path to higher speeds is still a "faith based" model.