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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: Robert Douglas who wrote (87912)	9/7/1999 9:07:00 AM
From: Bill Jackson	Read Replies (2) of 186894

Robert, I expect that Dresden running flat out will be similar in efficiency to an Intel fab of similar size running flat out. Intel has more fabs and can thus make more chips. Remember that AMD took on the old parts, like the 286,386 and 486 and made money at them with small margins. Intel fought this and then gave up and as soon as AMD got into an older chip they dropped it and went for faster ones, electing greater margins than low margin products. It is precisely this reliance on high margin products that makes Intel vulnerable in this case...they are used to them ,have a higher cost structure. I expect that AMD has become far more efficient in fabrication at the low end than Intel, so get your pollyanna makeup ready. Bill

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