Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 50.59

+4.9%

Feb 6 9:30 AM EST

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To: StockMan who wrote (24155)	6/7/1997 3:16:00 PM
From: Jim McMannis	of 186894

Stockman, How can IDTI be a threat to AMD or Cyrix much less Intel when they have stated that they won`t be able to make 100k chips a month until March 1998 and all those are going to Taiwan boxmakers? So let`s say they start shipping in September 1997. Giving the benefit of the doubt they ship... September 15k October 30k December 45k January 60k February 75k March 100k That`s 325k chips in 6 months...That won`t even put a pimple on the face of the chip industry. Resellers in the US won`t have them and very few will even get to the US market,,, Meanwhile Cyrix/IBM and AMd will have shipped somewhere around 10 million over that same time frame...IMHO. Jim

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