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Technology Stocks : Intel Corporation (INTC)

INTC 35.81

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Nov 25 3:59 PM EST

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To: Elmer who wrote (109169)	9/1/2000 11:45:01 AM
From: Tony Viola	Read Replies (3) of 186894

Elmer, >Right now Intel produces about 35 Million CPUs per quarter in a capacity constrained market while AMD has problems producing K7s at 1/10 that rate despite fab capacity that should produce much greater numbers. If one should "make hay while the sun shines" we can't help but wonder why AMD is making such little hay. I hear that, but AMD is making good profits still. Is that because their overhead is low, or because they don't have any future potential superstar (network/broadband/wireless) products that are money losers now? Wondering about the difference here, between Intel's and AMD's cash producing capability. Tony

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