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Technology Stocks : Intel Corporation (INTC)

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To: Dan3 who wrote (138251)	6/27/2001 10:46:28 AM
From: Tony Viola	Read Replies (1) of 186894

Dan, Intel had to push back the notebooks but were able to get enough good die to put a few hundred servers into the market - yields running about 10% of forecast, are they? Tualatin notebooks have been on the roadmap for Q3 since January 23 of this year. I'm looking at that roadmap right now. They're not pushed back. Your yield comment is all FUD. It takes time for the Dells, Compaqs and Inventecs of the world to build the notebooks. So, what do you think of a little notebook and front end server chip that has 512 KB of L2 cache: more than any chip AMD has in its arsenal? Pretty glaring gap there in AMD's lineup. Oh, I know, another opportunity for AMD! Tony

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