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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST

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To: Monica Detwiler who wrote (74437)2/25/1999 5:11:00 AM
From: Amy J  Read Replies (1) of 186894
 
Thank you Monica for this PR. This is valuable information.

In response to your question, my interpretation is the same as Elmer's. This is because, while StrongARM requires the proprietary fabrication process of Digital's Hudson lab, they still could have accelerated the shift (as the PR implied) to the other Intel fabs. So, why didn't they? Probably because their other fabs' schedules were pretty full with their higher margin products. And that's good for Intel in the near-term.

However, Intel needs to give the low-end a bit more of a priority since another semiconductor is betting the farm on the low-end (SJMN). Or, Intel may risk losing design wins, which long-term will be a bit of a pain for Intel to recover and to win back the trust of the companies in this market segment.

Amy J
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