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Technology Stocks : Intel Corporation (INTC)

INTC 35.40

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10:41 AM EST

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To: Paul Engel who wrote (133994)	5/2/2001 7:34:14 AM
From: Road Walker	Read Replies (1) of 186894

Paul, re: "However, there is still a lot of disdain by the masses - for anybody with half an ounce of common sense and a functional brain that is actually put to use." Don't forget to remove your pocket protectors before you send your shirts to the laundry <g>. I wonder what the cost premium is to use a contract manufacturer? Assuming the transition can be accomplished in X number of months, what does that do to AMD's business model? They are saving capex expense, but what does it do to their new process development time? A contract manufacturer can't be a responsive as a company owned, dedicated fab? What are the trade off's in this decision? John

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