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 : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Yousef who wrote (84147)	7/4/2002 2:56:38 AM
From: hmaly	Read Replies (3) \| Respond to of 275872

Yousef Re...INTC has many generations of experience optimizing the performance of their FET architecture. UMC's process history has been in ASIC's which don't require FET performance but need metal density for routing. These are two very different processes and UMC will NOT come up to speed in one or two generations. Sorry <<<< Who are you trying to kid. All it takes is a couple of those Intel trained Taiwanese whiz kids to go back home and teach them everything Intel knows about process and more. Who is to say there aren't a couple of Dirk Meyers working for Intel just chomping at the bits, just waiting for the right opportunity. Several times you have mentioned Intel getting first dibs on machines, but I can't believe process is a machine thing , but rather a personel thing; and personel can walk out the door. Not only that, there is always someone better than you out there, just itching for the right moment.