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Technology Stocks : Intel Corporation (INTC)

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To: Elmer who wrote (106932)	8/3/2000 6:35:25 PM
From: Eric K.	Read Replies (1) of 186894

Elmer-- Re: While they do produce some other low margin parts at those fabs, they are winding down other production and hoping to produce 1.8 million K7s from 2 fabs in 13 weeks! Perhaps I'm missing something in your argument, but hasn't AMD repeatedly said it will produce 3.6M Athlon derivatives from those two fabs in q3? Didn't Austin & Dresden produce ~5M K6-2s in Q2, in addition to the 1.8M Athlons? Of course, Dresden was at < 10% output capacity and didn't produce k6-2s. Are you trying to criticize yields, slow ramp, not making the fabs put out flash, or what? -Eric

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