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Technology Stocks : Intel Corporation (INTC)

INTC 36.15

-0.6%

Dec 24 12:59 PM EST

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To: John Hull who wrote (146600)	11/1/2001 11:29:09 AM
From: AK2004	Read Replies (2) of 186894

John I thought I was reading your posts. :-0 here is what I got and tell me what I missed: 1) you criticized Dan/amd for overcapacity that may occur 2 years from now 2) you have sarcastically thanked Dan for allowing Intel to pick up the rest of the business ( after amd would sell 50 mil ) 3) you did say something about intel adding capacity 4) there were not much left for amd with intel's new fabs Now it does not sound that you ever talked about overcapacity at Intel and it's implications ( short of amd's in the red). Should amd thank you in the same manner (2) for personally letting amd to pick up what intel would not want(4)? After all we should not have so obvious double-standards, should we? BTW what about intel's recent statement that rambus is still superior to everything including ddr and intel's plans not to use rambus in a year or so? How does that work? Anyways, rambus is a minor thing but I would love to hear how overcapacity is good for intel and almost a crime for amd? and finally, the interests of intel shareholders (me including) ..... Regards -Albert

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