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Technology Stocks : Intel Corporation (INTC)

INTC 43.46

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To: Gary Ng who wrote (113514)	10/13/2000 9:52:09 PM
From: Elmer	Read Replies (2) of 186894

Re: "There is one think I find it interesting in AMD's cc. Jerry said they can sell ALL Athlon they can make in Q4 but Duron will very much depend on chipset. What puzzle me is that if the demand will be so strong for Athlon, isn't it easy just to crank out more Athlon and less Duron to meet the demand?" Bingo! I think a objective analysis of AMD's fab capacity and Athlon output shows they have yield problems that limit production. Plain and simple. EP

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