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Technology Stocks : Intel Corporation (INTC)

INTC 34.32

-1.2%

Nov 18 3:59 PM EST

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To: Scumbria who wrote (74734)	2/28/1999 7:13:00 PM
From: nihil	Read Replies (1) of 186894

Consider that when Intel is the first to sell a new design that they must sell it by the millions. They must freeze major design dimensions very early. They must "copy exact." There is no room whatever for initiative or creativity in the 2nd or 3rd fab turning out the chips. The second firm has a clear target to imitate. They are not bound to adopt details. They can bring in technology since the top dog design freeze. When AMD screwed up, it could steal a design from Intel (386) or could buy another company that can't compete and sell K-6's. It can't do that any more (no cash!). AMD may have a fast design study (with who knows how much hand surgery buried in the package), but you must sell them. Intel cannot promise anything it can't produce in volume. (phantom products).

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