Intel Corp (INTC)

[Bonefish]

Yousef,
Ref:"I have heard that AMD is also starting to process material without LowK
for the backend dielectric. This also would require re-qualification of
EM, SM, HTOL, packaging quals, ... As you can see, many months are needed
to make a major process change. This could explain the very large slips
in schedule for AMD."

How much, if any, will this retard scaling?