Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 42.08

+3.9%

1:12 PM EST

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To: Tony Viola who wrote (47728)	2/12/1998 7:31:00 PM
From: henry tan	of 186894

Tony, Most chip makers dream the chip market demand can go higher and higher.. To the contrary, demand is AMD's nightmare. Everex has been complaining that AMD is transferring its order to Compaq. Before Window 98 is on sell in 2nd Q , AMD better solve the yield problem. Otherwise big box makers will turn back to INTEL... I learned from AMD that manufacturing a chip is equally (at least)important as designing a chip. Investors can lose money if it overlook the manufacturing issue. -Henry

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