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Technology Stocks : Intel Corporation (INTC)
INTC 35.94-5.1%3:59 PM EST
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To: kapkan4u who wrote (109970)9/14/2000 11:23:45 PM
From: Elmer  Read Replies (1) of 186894
 
Re: "Funny, but what if it is true[that AMD has 90% yields for Athlons]? Then it is scarry for INTC longs. Are you heavy long Jim?"

Then AMD would have no trouble producing much more than the measly 3.6 Million Athlons they are expecting in Q3 from 2 huge fabs. An embarrassingly poor number. In fact, at 90% yield on that large a die, AMD would have far and away the best yields in the world, except for maybe Intel....

EP
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