Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

-1.1%

Nov 14 9:30 AM EST

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To: EricRR who wrote (109989)	9/15/2000 10:55:07 AM
From: Elmer	Read Replies (1) of 186894

Re: "90% or no, two things are clear: AMD is making volumes of a great chip, and the infrastructure support sucks. AMD's guidance is limited by chipset production, pure and simple. AMD made a decision to outsource such parts, and with hindsight it was a poor one. But this is the the only thing standing between AMD and the clear blue sky" Nice theory but mine does a better job of explaining the facts. AMD has a chipset of their own and fab capacity to boot. Yet still not enough chipsets to meet demand? I don't think so. I think the reason AMD can only make 3.6 Million Athlons in Q3 is because AMD can only make 3.6 Million Athlons in Q3. EP

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