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Technology Stocks : Intel Corporation (INTC)
INTC 36.85+1.6%3:59 PM EST

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To: Road Walker who wrote (96778)1/19/2000 7:20:00 PM
From: Tenchusatsu  Read Replies (1) of 186894
 
JF, <So tell me something, was AMD capacity constrained?>

Most definitely. People on the AMD thread were predicting 1.2M Athlons shipped this quarter. In reality AMD shipped about 900K. How much of a dent is that to Intel's market share? Not much, that's for sure.

Then again, AMD's 5M K6-2 parts is nothing to scoff at, even with Athlons having to share some capacity in the same fab.

<You seem to be more against Intel than you are for AMD. What does that say about you?>

It says that Steve is like school on a Sunday. No class. (tm Fat Albert)

Tenchusatsu
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