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Technology Stocks : Intel Corporation (INTC)
INTC 41.14-3.4%Jan 8 3:59 PM EST

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To: Xpiderman who wrote (50984)3/23/1998 1:42:00 PM
From: Paul Engel   of 186894
 
Xy - Re: "''It's likely that they'll still be six to 12 months behind Intel if they rely on IBM,'' Gwennap noted. ''If they went with anyone else, they would probably be 12 months to two years behind.'' "

This says it all.

Of course, AMD & Cyrix and IDT all have their own fabs as well so they will be paying IBM for IBM's processing and depreciation as well as their own, not to mention a handsome profit to IBM for the use of IBM's facility.

That is not a program geared to reduce costs.

Paul
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