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Technology Stocks : Intel Corporation (INTC)
INTC 48.72+3.0%Jan 14 3:59 PM EST
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To: Dan3 who wrote (122045)12/11/2000 12:39:07 PM
From: Joe NYC  Read Replies (1) of 186894
 
Dan,

I think, is that this is the period when AMD moves its wafer starts so that only the bottom quarter of AMD's volume is as slow as the top quarter of Intel's volume.

To be realistic, I don't think Duron will exceed the top clock speeds of Piii, and Duron will be more than 50% of AMD production in Q1 2001 and later.

Joe
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