Intel Corp (INTC)

[Yousef]

Charles,

Re: " ... As to the reason why they (AMD) have been floundering around the
last 18 months or so, I don't know ... It can't be something as simple as "their
.13 is broken" because the delays were widespread and started way before the .13 process."

The reason that AMD is "floundering" is most likely due to their .13um
process and risks that AMD took with SOI/Copper/LowK ... Sorry, but this
is "most likely" the TRUTH. No one can seem to get "the truth" from AMD. <ggg>
The foundry industry development that should worry the 'Roids the most is the
announced slips by foundries (TSMC,UMC,CHRT) at 90nm. AMD will definitely fall
further behind INTC ... INTC is NOT waiting for the foundries at 90nm.

Make It So,
Yousef