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Technology Stocks : Intel Corporation (INTC)
INTC 36.85-2.7%9:57 AM EST
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To: Saturn V who wrote (95108)1/6/2000 12:57:00 AM
From: kash johal  Read Replies (2) of 186894
 
Saturn,

Re:"difficulties for BTO in supply constraint market"

You make some excellent points here.

In addition one can also reccomend a BTO supplier NOT sole source his CPU's to gain felxibility.

And secondly AMD's management which was pilloried for investing in new fabs a year or so ago has brand spanking capacity for flash and a brand new MEGAFAB coming on-line in a few months at dresden.

Timing is everything in this business and this should be good for AMD and Intel as folks like Cyrix,Rise, IDT have dropped by the wayside.

regards,

Kash
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