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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: SisterMaryElephant who wrote (85882)	7/17/1999 2:10:00 PM
From: Tony Viola	Respond to of 186894

Steve, ReWith no K6-2 or K6-3 to "cushion" the fall, a customers only non-Intel choice will be the K7, in this segment. IMHO. If and when they can make enough of them. Since the K6's are/will be non-existent ( even AMD posters have come to this conclusion ) there is nothing else in the value PC segment that AMD offers. Between your premise that K6 might be dead and the general consensus that AMD probably won't be able to make large quantities of K7 for several quarters, if ever, AMD could be out of chips. Wilf Corrigan of LSI called it chipless, although he was referring to fabless companies, if capacity of the foundries ever got maxed out. AMD...chipless. Whoda thunk it. But, AMD has fabs, they have Dresden, right? But will they have chips they can make AND sell? Tony