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Technology Stocks : Intel Corporation (INTC)
INTC 36.82+1.5%Dec 19 9:30 AM EST
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To: Eric K. who wrote (164224)4/18/2002 7:48:06 PM
From: Tenchusatsu  Read Replies (2) of 186894
 
Eric, think about why AMD can't recoup both their fixed and their variable costs. With their Dresden fab supposedly fully ramped, you'd think AMD can produce more than just 3.5M Athlons a quarter, huh?

Maybe there's more to the big picture than just die size, despite the words that come out of Jerry's big mouth.

Tenchusatsu
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