Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.34

-0.1%

3:59 PM EST

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To: wanna_bmw who wrote (150909)	12/3/2001 11:44:51 PM
From: Dan3	Read Replies (1) of 186894

Anixter's on-the-record comment that AMD is looking at 315 useable die on each of 5,000 wspw next year is intriguing.... The interesting thing to think about is that, if 6 million hammers take as much space as 9 million Thoroughbred/Bartons, and they have 4 million Durons fabbed in Taiwan, AMD will have about 50% of the market, with the costs of 1 FAB. Intel would have the other 50% of the market, while trying to carry 4 times the costs. I don't think Intel will be in a good position to bomb prices next year...

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