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Technology Stocks : Intel Corporation (INTC)

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To: Paul Engel who wrote (24348)	6/10/1997 9:42:00 PM
From: DRBES	of 186894

YES pAUL but guess how many cpu's AMD will be able to FABricate. Re: "Guess how many x86 CPU fabs AMD and Cyrix currently have between them? Hint - it is less than 2." This may very well be true but it is a perversion of the facts. AMD has the plans and financing already in place to expand one plant to a capacity of 30 million K6/K7's per year. Their German plant is slated to double that capacity to 60 million. As I am sure that you know it is not the number of your fabs but rather your capacity to produce cpu's in however many fabs that you have that is the real issue. Also, it can be argued sucessfully that having a lesser number of fabs simplifies many management issues while complicating only a few of them. Appropriate regards, DARBES

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