Intel Corp (INTC)

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Elmer, I guess I don't understand how AMD and UMC can "amicably wind up their joint development relationship", and yet AMD still claims that they will have 65nm technology on 300mm wafers by the second half of 2005. Doesn't this mean that AMD will be doing this at Dresden, since they won't have the UMC fab to rely on? What about AMD's foundry plans? Are those out the Window? Will IBM become a foundry?

There are so many new questions now, and I don't expect we'll be seeing new capacity at AMD for quite some time now. Maybe Intel can relax. Hammer can be as much a success as AMD needs, but they can't gain market share with the limited capacity that Dresden can offer, especially after they transition to lower yielding SOI products and huge 1MB caches.

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