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Technology Stocks : Intel Corporation (INTC)
INTC 36.91-1.1%Dec 31 3:59 PM EST

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To: Paul Engel who wrote (137566)6/18/2001 9:53:44 PM
From: Dan3  Read Replies (3) of 186894
 
Re: Intel confirms Tualatin launches

The 10% to 25% speed increase, never reaching speeds as high as those its competitor has been shipping for months is eerily reminiscent of the .18 K6-3 launch, isn't it?

I notice Intel already cancelled one new FAB, it looks like the handwriting is on the wall - TooLate: won't scale in MHZ, Itanic: won't scale and too big, WiltingWillie: spins its MHZ but doesn't get anywhere.

Three strikes and you're out. Isn't much point in building more new FABs since it's turned out that Intel hasn't got anything worthwhile to make in them.

Dan
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