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Technology Stocks : Intel Corporation (INTC)
INTC 46.96-2.8%Jan 16 9:30 AM EST
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To: Elmer who wrote (154000)1/6/2002 4:57:33 PM
From: Paul Engel  Read Replies (1) of 186894
 
Elmer - Re: "So MPR is estimating NorthWood die cost at $55. "

That's Kevin Krewell - ex-AMD employee.

I think he is using the AMD metrics he learned while at AMD - and he assumes Intel's yields are as poor as the yields he saw at AMD when he was there.

Boy is he ever wrong about Intel.

He can't even do the math to check his numbers vs. Intel's quarterly reports to realize how far OFF he is.

Paul
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