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Technology Stocks : Intel Corporation (INTC)

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Nov 25 3:59 PM EST

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To: Elmer who wrote (149114)	11/21/2001 11:35:29 PM
From: Paul Engel	Read Replies (1) of 186894

Elmer - Re: "One more thing Paul, these Via chipsets will hopefully use up foundry capacity so AMD can't farm out demand." I don't think that is an issue currently. With foundries running at <50% of capacity, there is plenty of capacity for both AMD and VIA. However - as you well know - the performance capability of these foundries will not be adequate for VERY HIGH end processors. I would imagine that AMD could use some foundries for the low end DoodleWrongs. Paul

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