Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.78

+2.7%

Nov 26 3:59 PM EST

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To: Tony Viola who wrote (147337)	11/10/2001 8:11:07 PM
From: Pravin Kamdar	Read Replies (4) of 186894

Tony, I don't think that AMD increasing capacity at a foundry (high performance capacity, at that) can be considered in any way a negative. Giving AMD a second source of 0.13u Thoroughbreds is a good thing. Seems to me that you are trying to put the lemonade back in the lemons. This could give AMD a step function in unit output and market share. I see why you may be concerned. AMD's virtual gorilla is gaining weight! Pravin

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