Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.78

+2.7%

Nov 26 3:59 PM EST

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To: AK2004 who wrote (111210)	9/25/2000 3:02:02 PM
From: Mary Cluney	Read Replies (3) of 186894

Albert,<<<re:The reality however, is that AMD balance sheet still looks terrible. wrong on that one. Yes, amds debt per share is higher than intels but amd's growth rate and earnings are higher than intels and more than making up for it. >>> I could never debate with you on technical matters. But when you imply that AMD's balance sheet looks good and actually looks better than Intel's - I am troubled by your credibility. Be that it may, as far as capacity is concerned - when Dresden is at 100% - and AMD is sold out, what percentage will AMD provide global demand? and, how long will it take AMD to put new fab online? I mean fully operational and at 100%. How many units would that add? Mary

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