SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.02+6.4%Jan 13 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: hmaly who wrote (80431)5/21/2002 9:06:22 PM
From: niceguy767Read Replies (1) of 275872
 
hmaly:

"Elmer Re...and partly because they only have 1 dinky fab making copper athlons.
Yes, isn't it amazing. AMD has one little dinky fab, and can produce enough to sell 20% of the market. Intel has 11 huge fabs selling 80% of the market and a few chipsets. That is what Dan has been trying to tell you."

And Elmer's response to date has been that all that additional INTC fab space is required to produce INTC's non-cpu product line (which comprises 10%(?) of INTC's revenues...Makes perfectly good sense to Elmer...but it's over everyone else's head...hehehe!!!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News