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Technology Stocks : Intel Corporation (INTC)
INTC 36.38-1.3%Dec 22 3:59 PM EST

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To: Paul Engel who wrote (138711)7/6/2001 12:54:29 AM
From: Yousef  Read Replies (1) of 186894
 
Paul,

Re: "With Intel out-manufacturing AMD at every corner, AMD will be reporting
NEGATIVE PROFITS - not ZERO profits."

My understanding is that Hector Ruiz was the main driver at
Motorolo for trying to outsource their wafer Fab with other
foundries (CHRT, TSM, ...). As you can imagine, there was tremendous
"political infighting". I wonder if he will try this at AMD as a way
of cutting costs. If we start to see this ... Then this will be
the beginning of the end of AMD.

Make It So,
Yousef
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