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Technology Stocks : Intel Corporation (INTC)
INTC 43.75+0.6%Dec 3 3:59 PM EST
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To: Paul Engel who wrote (59732)7/11/1998 3:02:00 PM
From: Jim McMannis  Read Replies (1) of 186894
 
Paul,
RE:"Intel has been yielding FAR MORE than twice AMD's K6 yields for a
long time. That is why they have been chalking up >$1Billion/quarter PROFIT for
over a year and half, despite poor business conditions."

Well, OK. I thought there were a couple of other reasons why Intel has done so well, like always staying a couple of speed grades ahead and skimmomh the cream off the top with higher selling prices. But, sure, cost of goods sold really helps as does availability.

BTW, maybe Intel had been yielding more than twice the % yield of AMD but I don't think this is the case any longer...this without the "line yield" throw aways that Jeff talks about.

Jim
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