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Technology Stocks : Intel Corporation (INTC)

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10:57 AM EST

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To: EricRR who wrote (109177)	9/1/2000 1:06:39 PM
From: Elmer	Read Replies (1) of 186894

Re: "It's pretty clear to me that this[Lack of chipset/Motherboard support] is the root problem. AMdD said that such limited upside in Q2. It will limit upside this Q, and it will limit upside in Q4. ASP's are the only wildcard..." AMD manufactures chipsets for K7 and they have a Fab that's underutilized so it would seem pretty easy to solve the chipset problem. Intel has taken a lot of heat for chipset screwups. Should AMD get the same heat?(never mind SMP) And why should the motherboards be so hard to make? It uses the superior EV6 architecture <G> and the MB makers all hate Intel plus it uses standard memory so what's the problem? How is AMD planning on making the MB problems go away if they are to double production in Q4? EP

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