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Technology Stocks : Intel Corporation (INTC)

INTC 43.80

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3:39 PM EST

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To: semiconeng who wrote (167879)	7/10/2002 8:02:05 AM
From: Road Walker	Read Replies (1) of 186894

Elmer and Semi, A simple point, get a couple of engineers involved, and it turns into a quagmire of tech speak <g>. I was just thinking more units (AMD's) against the same fixed costs make better gross margins. Add a slight cut in marketing dollars that go to the bottom line. A nice fantasy, but AMD is still viable. In the 1st or 2nd quarter we should know where they stand, if there are marketing or manufacturing issues with Hammer/Opteron, the death spiral may begin in earnest (at least in microprocessors). The biggest social impact of a world without AMD would be the 1000's of Droids wandering the streets in dazed disbelief. John

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