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Technology Stocks : Intel Corporation (INTC)

INTC 34.72

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Nov 17 3:59 PM EST

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To: Dan3 who wrote (91298)	10/29/1999 12:58:00 PM
From: Paul Engel	Read Replies (1) of 186894

AlibiDan - Re: "With the move to .18, AMD's 2 FABs are capable of making enough CPU die to equal the entire world market for CPUs. (2 FABS x 5,000 wafers/week x 52 weeks x 300 die/wafer = 156 million die per year. " You forgot already ! AMD will be converting some of Fab 25 to FLASH next year ! And at 50% yields, AMD will have to invoke daily MIRACLES ! Remember, AlibiDan - Fab 30 has been DELAYED for 6 months - and you can bet your sweet bippy it wasn't delayed because YIELDS WERE GOOD ! Paul

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