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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

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12:59 PM EST

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To: Dan3 who wrote (108280)	8/24/2000 10:34:20 PM
From: Elmer	Read Replies (1) of 186894

Re: "Yep, AMD is on track to make anything slower than 1GHZ a cheap, low-margin chip in Q4 of this year. They'll ship 750 to 950 MHZ Durons from Austin and 1GHZ to 1.4GHZ Thunderbirds from Dresden. Close to 5 million of each" Sure is easy to do when all you have to do is type in the words, but AMD has to actually produce them. With the inexplainably low output of K7s slated for Q3 from 2 big fabs, it isn't clear how AMD is going to overcome whatever it is that's preventing them from manufacturing K7s in high volume right now. Something's wrong with AMD's manufacturing and you can't get away from it by waving your hands. EP

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