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Technology Stocks : Intel Corporation (INTC)

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To: Gary Ng who wrote (113514)	10/14/2000 12:10:24 AM
From: Joe NYC	Read Replies (1) of 186894

Gary, 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? The problem is that the Copper Athlons from Dresden go from 900 MHz fo 1.2 GHz, but AL Athlons from Austin only go from 700 MHz to 1 GHz. Dresden can produce only about 3 to 3.5 million chips, which is really the upper limit. I don't think AMD wants to produce too many Athlons in Austin and end up with low speed parts. AMD wants to keep the Athlon name for performance parts. The chips below 900 MHz will soon cost $100 and they will be all Durons. Joe

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