Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 35.81

+0.2%

Nov 25 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tony Viola who wrote (109170)	9/1/2000 12:19:43 PM
From: Elmer	Read Replies (2) of 186894

Re: "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?" AMD is doing well and I am an investor however I think the overzealous are ignoring some obvious problems. AMD has 2 other fabs to manufacture their legacy products yet their K7 production remains anemic. amd.com Possible cause of low volumes: 1. Yield problems 2. Low demand 3. Management decision to hold back K7 production in favor of other low margin products. (Why would they do that?) 4. Inability to obtain needed fab equipment due to huge explosion in fab expansions. Perhaps equipment suppliers are servicing their good customers first (Intel). 5. Inability to obtain needed backend test assembly and/or burnin equipment, just like #4. 6. Lack of cash to buy needed equipment. 7. Constraint in package assembly parts supply. 8. Constraint in raw wafer supply (becoming a problem). 9. Lack of chipset/Motherboard support limits volume. 10. As Mani once suggested, AMD is with holding product from paying customers so they can build inventory <g>. EP

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next