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

To: Barry Grossman who wrote (172810)	2/4/2003 5:07:45 AM
From: Yousef	Respond to of 186894

Barry, Re: "AMD Again Delays Shipment Of Its 64-Bit Computer Chip" Maybe there have been some SOI issues, but I know for certain that LowK at the .13um node has been a disaster for almost every company that has used this backend dielectric process. It really looks like the risks that AMD took on the process ("thingy") side to try and catch up with INTC have totally "backfired" on them. It's amazing how quiet the AMDroids have been about these recent "revelations". BTW IMHO, these very risks on the process side have been expected and predicted by many on this thread for quite some time ... Oh well, maybe AMD will do better (as NSC did) by getting out of the processor business and focusing on FLASH. Make It So, Yousef