Replies to post #917 on Intel Corp (INTC)

[spokeshave]

Yousef: You clearly know a lot more about the process than I do. I would only add that it is likely further complicated by the fact that the same Fab is being used for two other product lines.

[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?