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

To: steve harris who wrote (166468)	6/17/2002 12:35:55 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Steve, Re: "The article doesn't mention Intel or AMD and you decide Intel at .13 is great and AMD at .13 sucks." Look at the following articles. digitimes.com siliconstrategies.com One suggests that the rest of the industry is still having problems with .13u manufacturing, and that includes AMD. Some designers, meanwhile, voiced their frustration over bottlenecks in design flows and pointed a finger at EDA vendors. The design flows are broken, said users like John Szetela, manager for tools integration at Advanced Micro Devices Inc., and Hilton Kirk, manager of physical design at Philips Research Labs. "Late changes in the design flow are inevitable — and the automated design flow is too slow to accommodate them," said Szetela. Point tools for analyzing postlayout parasitics — IR drop, electromigration, antenna effects, signal integrity — conflict with timing-analysis tools, he said. Meanwhile, Intel is accelerating their .13u process by transitioning their value end product there. Intel is expected to solve the current tight supply of new Socket 478-based Celeron processors with the recent release of 1.8 GHz-version products and its plan to manufacture 1.9GHz Celerons on the 0.13-micron process. I can put two and two together. wbmw

To: steve harris who wrote (166468)	6/17/2002 12:43:09 PM
From: Elmer	Respond to of 186894

I love it when the people at Intel still doesn't have a clue how AMD is doing internally. It may be doing extremely well internally and we'd never know, but We know how it's doing externally. It's unable to ship more than about half of it's theoretical capacity. No matter how great the yields may be internally, they're not making it out the door. It's .13u process is about a year behind Intel's in reaching the market and the volume is pitiful, the performance sucks and AMD is forced to jack up the voltage to see even a slight performance increase over it's older process. Meanwhile Jerry claims "The BEST yields in the world" and fools like you believe him. EP

To: steve harris who wrote (166468)	6/17/2002 12:58:41 PM
From: Monica Detwiler	Respond to of 186894

Steve: I love it when the people at Intel still doesn't have a clue how AMD is doing internally. Since you imply that you indeed know what is going on at AMD internally, you must be an AMD insider - an employee - as we all suspected. Does Hector know you are posting from an AMD facility?

To: steve harris who wrote (166468)	6/17/2002 1:01:45 PM
From: Tenchusatsu	Respond to of 186894

Steve, <the people at Intel still doesn't have a clue how AMD is doing internally.> That should put the people at Intel on the same level as AMD's own investors, no? Tenchusatsu

To: steve harris who wrote (166468)	6/22/2002 11:56:05 AM
From: Monica Detwiler	Read Replies (1) \| Respond to of 186894

Steve: I love it when the people at Intel still doesn't have a clue how AMD is doing internally. On Monday, you were pretty happy with your AMD-insider knowledge. You sure knew what was going on inside AMD, didn't-ya? How did you get blindsided by this little nugget of information - Jerry and Hector forget to cc you on the e-mail alert? http://213.219.40.69/18060231.htm AMD forecasts big loss for Q2 Blames US, Europe, anyone but itself AMD (NYSE:AMD - News) announced today that sales for the second quarter ending June 30, 2002 are anticipated to be within the $620 million to $700 million range. At these depressed sales levels, the Company anticipates a substantial operating loss for the quarter.