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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

+10.2%

Nov 28 9:30 AM EST

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To: Tenchusatsu who wrote (152174)	12/12/2001 2:51:32 AM
From: SilentZ	Read Replies (1) of 186894

Yikes... I seemed to have stirred up a hornets' nest without meaning to... Elmer, Tench- I think the sticking point here is that I have a slightly more favorable view of AMD as a supplier than you, and that's probably something we can't get past here. My points: -Despite what some seem to think, Intel is not the best supplier ever. Not that AMD is, but Intel has caused a couple of processor shortages in the last couple of years (ask Gateway!). They've also recalled a few products, we all know that. AMD isn't either, K5 and K6-III were huge debacles. -Neither a 750 MHz Duron nor a 733 MHz Coppermine is a difficult thing to produce, they're practically commodities (as opposed the the processor in the PS2, wasn't that tailored specifically for it?)... I'm not sure if supplier reliablity is such an issue here. Low cost should be much more important, IMO. If you're looking for a bias here, I'm not speaking from such a position. I'm not sure why I inflamed so many people... -Z

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