Replies to post #68606 on Intel Corp (INTC)

[morrowinder]

Mas: What makes you think its leading edge and a sustainable business model?

I fail to see any benefits to this for the arab investors other than being able to say : REAL MEN OWN FABS

Semiconductor Fabs are a highly complex business and the independent fab model has some pretty distinct disadvantges: while intel will be finely tuning its fabs for its products, the generic fab will be making chips for all its customers and be unable to tailor the process for any. Meanwhile Intel REALLY WILL be using leading edge process technology and they are already a year ahead on .45 micron. Do you have any real evidence that these fabs will be catching up? Doubt it. They could even fall further behind in the turmoil of new ownership and a new business model.

China already has fabs and has done OK. But I really don't see room for another big player. So other than a large cash injection to AMD, what exactly leads you to believe that anything has changed? And why while will FOUNDRY INC be better than TSMC or any of the of the other contract vendors that are near where most of the worlds pcs are actually built...Professor makes a great point about their probable reaction to all this.

One key point: if there is so much business available in contract fabbing, why hasn't intel gotten into that business? You know they have tried...but obviously you don't know why they pulled back...

No one liners Mas. No BULLSH@T Otherwise you are just trolling as usual...

[Elmer Phud]

They get leading edge processor technology.

No, they get a under performing, power consuming design struggling to keep from falling further behind. That second rate design has an oversized die and is manufactured on a second rate, low yielding and more expensive process which is also struggling to keep from falling further behind. It will now be run in a fab that will have to compromise by running multiple designs from multiple companies, all wanting a special tweak but no one getting what they really want or need. It will be nursed by engineering teams which must now support multiple customers instead of being able to concentrate on one. Then they will compete with Asian fabs that have lower labor costs and have been doing this for years and have the system worked out. Not a recipe for success.

[chipguy]

They get leading edge processor technology. One day when the Oil runs out that might be useful ;-).

There is just so much wrong with the claims in this post it
might as well just fallen out the back end of a male bovine.

1) AMD doesn't have leading edge processor technology. If it
did it wouldn't be in the trouble it is. The K8L is a weak core
inferior to NGMA let alone Nehalem. Worse yet AMD has no
new uarch far along in its development pipeline because it is
busy papering over an otherwise empty roadmap with MPUs
with ever higher counts of the inferior K8L core.

2) Even if AMD did have wonderful stuff today by the time
oil runs out it would be many generations behind.