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Technology Stocks : Intel Corporation (INTC)

INTC 35.94

-5.1%

Nov 13 3:59 PM EST

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To: Paul Engel who wrote (49047)	3/2/1998 1:00:00 PM
From: Jim Patterson	Read Replies (3) of 186894

RE: Of course, that's why they need IBM - because their own manufacturing is so darn successful. Paul, We know AMD has poor yields. We know AMD has huge unfilled demand for their chips. Getting IBM to produce K# chips should make their OEM's more confident about the on going supply of AMD chips. That 'should' mean that CPQ wil be cumfortable putting R&D $$ into new AMD boxes. That will increase the 'potential' for greater unit sales in the further out. AMD has it's own road map just like INTC. If I were CPQ, I would be very happy to see that IBM, some one I know can make chips effectively, will be on board to ensure supply of a part that I can not get enough of right now going foward. So how does this impact INTC ? Two analysts say no impact, BUY INTC. I disagree, Good luck Jim BTW, IBM Expected wafer starts in Q3, how long from Wafer start to usable chip, For DRAM's it is 5-6 weeks, what is it for CPU's ?

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