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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST

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To: Jim McMannis who wrote (86375)7/30/1999 8:25:00 AM
From: Joseph Pareti  Read Replies (1) of 186894
 
>Aren't the Germans about to go on a month vacation

Q:There was a flurry of rumors that AMD's early manufacturing performance has been quite good on the K7," said Drew Peck of SG Cowen & Co.

A:Dresden fab is reported as going into 0.18-micron process "very soon" and will be responsible for K7 production. Tell the Germans in AMD's MegaFLOP 30 that you want 1 mil chips by November and short of a disaster, you will have them no matter what .I think the Germans will just laugh - as they walk out the door for their 6 week annual vacation at the beginning of August.. Of course when they come back, they may decide to STRIKE for a 25 hour work week.

(courtesy of Paul Engel)
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