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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: wanna_bmw who wrote (150804)12/3/2001 3:49:36 PM
From: Elmer  Read Replies (1) of 186894
 
Paul, your post sounds just like Dan's - filled with assumptions and passed off like a fact. I was almost on the floor laughing before I realized that you might be serious. Are you, or is this just one big satire on Dan3?

Paul's analysis is reasonable and not based assumptions. It's essentially what I've been saying all along. The only assumption implied is that AMD is fully loading their fabs. [Edit: as Ten pointed out, why would they be looking for foundry capacity if they weren't fully loaded? Hoping for better yields maybe?]

EP
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