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Technology Stocks : Intel Corporation (INTC)
INTC 43.48+8.6%Dec 2 3:59 PM EST
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To: Tony Viola who wrote (102599)4/18/2000 11:16:00 PM
From: kash johal  Read Replies (1) of 186894
 
tony,

re: eco 101

Intel is running full blast and will produce similar units to last quarter.

AMD latches onto surplus demand and grows rapidly - PROBABLY DOUBLING Intels earnings.share in Q2.

Now AMD is ramping a cu fab and also a 0.13 process by Q4 will start ramping.

How the HECK does Intel compete with a old 0.18 micron process that just ramped up by year end.

And cu doesn't mix well with Al in the same fab.

Intel is in a world of hurt:

Inept management.
Dumb acquisitions - BILLIONS of DOLLARS and no revenues YOY.
Out of date Mfg capacity.

And if you think that low volumes in q4 2000 of WILLAMETTE with DUAL RAMBUS channells are gonna stay the ATHLON tide you need to stop smoking the wacky weed.

And as an Intel shareholder you should be pissed: They LIED to everybody when they said ramp was great, yields were great in Q4. Clearly the shipped NO more CPU's in Q1 than Q4 and even had lower IABG revenues than Q499.

regards,

Kash.
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