Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 34.63

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12:43 PM EST

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To: Tenchusatsu who wrote (107603)	8/15/2000 3:04:57 PM
From: Elmer	Read Replies (1) of 186894

Re: "Now I don't know if you're right on target or not regarding AMD's yields. I just wanted to let you know that you could also be way off on your assumptions, just like the AMDroids were way off on their assumptions regarding Intel's yields. In short, I'm not disagreeing with your estimates. Just pointing out that I've heard a similar song before coming from the other side" No question, I could be wrong, but it was a reasonable guess based on reasonable assumptions. 25% of Fab25 and 20% of Fab30 dedicated to AMDs bread n butter product seems pretty reasonable to me. AMDroid estimates of Intel's yields were always based on 100% of all fabs dedicated to CuMine. Not very realistic. EP

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