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

To: Bill Jackson who wrote (87913)	9/7/1999 12:55:00 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Re: "Remember that AMD took on the old parts, like the 286,386 and 486 and made money at them with small margins." Remember AMD had no R&D expenses on these parts, thanks to Intel. EP

To: Bill Jackson who wrote (87913)	9/7/1999 12:56:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Billski - Re: ". It is precisely this reliance on high margin products that makes Intel vulnerable in this case...they are used to them ,have a higher cost structure." What is the quarterly INTEREST payment on Intel's debt used to construct their fabs ? What is the quarterly INTEREST payment on AMD's debt used to construct their fabs ? When you answer these questions, perhaps you will get a picture of the relative cost structure of AMD's and Intel's wafer fabs. Before you spout off more of your groundless opinions, I strongly suggest you look at the facts. Paul