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To: Tony Viola who wrote (164632)4/26/2002 2:54:48 PM
From: Yousef  Respond to of 186894
 
Tony,

Re: "I expect them to also overcome any Hammer superiority (not yet proven) by
superior process and manufacturing engineering."

Ahhh, the "process thingy" ... I have to agree with you that Intel is
squarely in the lead. .13um on 300mm looks very good from a competitive
advantage standpoint.

Make It So,
Yousef



To: Tony Viola who wrote (164632)4/26/2002 4:15:25 PM
From: John F. Dowd  Respond to of 186894
 
TV: You are right but unfortunately the market was unimpressed with their strides. I have never seen such pessimism in my life in an economy growing at 5.8%JFD