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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%Dec 5 9:30 AM EST

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To: steve harris who wrote (151841)12/9/2001 9:54:45 PM
From: Elmer  Read Replies (3) of 186894
 
Can you imagine those analysts running spreadsheets trying to figure out how much volume is needed to overcome the price Intel is charging? I would bet the margins on the cameras was larger and probably even positive!

You have no clue whatsoever what Intel gets for Xbox processors.

Imagine MSFT facing AMD with their continuous yield problems and limited fabs promising to keep .18u capacity available for 5 or more years. AMD, the ones who lied bold faced to their shareholders about fixing their K6 yield problems, only to have to sheepishly admit they lied less than 2 months later. You think MSFT is going to commit to a flake company with limited capacity, yield problems and no integrity? Get real. AMD lost the contract because they're flakes. Intel makes good money keeping capacity online. Live with it. It's not going to get any better for you.

EP
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