Replies to post #2451 on Intel Corp (INTC)

[Elmer Phud]

Dew -

I do not fully understand your reply. Are you saying that the 200->300mm transition won't happen for quite a while, or are you saying that SOI isn't the answer?

I really don't know if SOI is the answer or not, right now it's the question.

Either way, I don't think AMD will be moving to 300mm soon. Every schedule they have slips so I expect this one to slip too.

EP