Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 35.94

-5.1%

3:59 PM EST

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To: JDN who wrote (100437)	3/7/2000 11:26:00 PM
From: Paul Engel	Read Replies (1) of 186894

JDN - Re: "I have forgotten the total but I know INTC has something in the 40'S in the way of FABS ALL PAID FOR. AMD I believe has two maybe three NOT paid for. INTC could put them out of business ANY TIME they wished but for POLITICAL purposes they dont. They just give them enough crumbs to hang around. JDN" Intel has many fabs, around 12 or 14, but currently only 5 of these have 0.18 micron Logic process capability, and 3 of these are still ramping up - the other two are further along. Intel attempts to make and sell chip sets as well, while AMD uses outside foundries to make their 750 chip set. This gives AMD 2 full fabs to manufacture AthWipeys, although Dregs-den is not known to be in production. Can Intel put AMD out of business - NO. AMD will bring down prices as fast as Intel in a price war and absorb whatever losses required in order to maintain or increase market share. They have done this many times before. Clearly, Gateway and Compaq have been pushed into the AMD camp due to manufacturing glitches and/or a screwed up marketing plans at Intel. They will never return to an All-Intel house unless AMD screws up again big time. Paul

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