Intel Corp (INTC)

[kpf]

spaarky

What i posted to Alan was something else, (Nehalem/GPU).

Wrt to Intels fabs, I can't speak for others. I have not seen the change in fabcount covered in public commentaries yet. Everyone might have her/his own reasons not to highlight it, an oversight is just one possibility for this.

Also, a step backward is not how i understand Intels move. Rather a step to deliberately make things more costly to apply more pressure on AMD. Nothing wrong with it. 3B for another fab does not cause any headake for Intels management. But it does for AMD's to follow it.

K.