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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%Dec 5 9:30 AM EST

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To: steve harris who wrote (166468)6/17/2002 12:43:09 PM
From: Elmer   of 186894
 
I love it when the people at Intel still doesn't have a clue how AMD is doing internally.

It may be doing extremely well internally and we'd never know, but We know how it's doing externally. It's unable to ship more than about half of it's theoretical capacity. No matter how great the yields may be internally, they're not making it out the door. It's .13u process is about a year behind Intel's in reaching the market and the volume is pitiful, the performance sucks and AMD is forced to jack up the voltage to see even a slight performance increase over it's older process. Meanwhile Jerry claims "The BEST yields in the world" and fools like you believe him.

EP
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