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Technology Stocks : Intel Corporation (INTC)
INTC 35.89+4.0%3:16 PM EST

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To: Road Walker who wrote (106920)8/3/2000 5:12:32 PM
From: AK2004  Read Replies (1) of 186894
 
John

re: I remain skeptical on that projection.

why? amd said that they would go from 1.2 to 1.8, which is 50% increase, in fab 25 without reducing k6 production by that much and they did. Now they are reducing k6 production that should free some space plus they have a brand new fab spitting those nasty copper athlons. Fab 30 got better yields than fab 25 already and amd is expending it.

Maybe you still think that amd is underdog and at that you are right but that underdog made 10x 1GHz parts relative to Intel and does not look like it is slowing down,

Regards
-Albert
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