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Technology Stocks : Intel Corporation (INTC)
INTC 42.49-5.7%Jan 26 3:59 PM EST
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To: Tony Viola who wrote (50305)3/10/1998 2:05:00 AM
From: ed  Read Replies (1) of 186894
 
I think the supply side will be improve pretty soon. I think you know that AMD's cpus will be processed in IBM's FAB, and Cyrx's CPU will be processed in TSMC's FAB pretty soon,
and the next one maybe Samsung's fabs. There are lots of fab capacities in the Far East.
Say , with 0.35 um technology, and 8" wafer, each wafer probably will yield 150 good dies,
so for fab with capacity of 40000 8" wafers output per month , it ca produce 72 MM good
dies. I think the supply is more than enough to flood the market.
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