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Technology Stocks : Intel Corporation (INTC)
INTC 36.27-2.7%3:03 PM EST
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To: Paul Engel who wrote (66705)10/15/1998 12:49:00 AM
From: kash johal  Read Replies (1) of 186894
 
Pauleron,

Having spent 4Bn on new fabs are you telling me Intel just added 3M more devices per quarter.

What does that tell you.

Crummy designs with huge die sizes and poor yields.

Perhaps you can tell us how many more CPU's Intel will ship Q4 vs Q3. With no new products in Q4 and pirce cuts on 10/25 Intel may not increase much in Q4 revenues.

Meanwhile AMD will ship at least 20% more.

This is the reason Intels's stock is suffering. Huge fab investments yielding 15% capacity increase.

And a competitor with lower costs, smaller die sizes, shipping in record volumes.

Regards,

Kash
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