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

To: Tenchusatsu who wrote (91432)	10/31/1999 2:38:00 AM
From: Gary Ng	Read Replies (2) \| Respond to of 186894

Ten, Re: Each fab is capable of cranking out a few hundred thousand CPUs per week, at the very least. This is something that makes me feel a bit uncomfortable. With 4 .18 FAB ramping up, how come there is a tight supply ? I thought .18 FAB can pump out much more CPUs than .25 and Otellini would say Intel will ship millions this quarter(Coppermine). Gary

To: Tenchusatsu who wrote (91432)	10/31/1999 12:07:00 PM
From: Paul Engel	Respond to of 186894

Ten - Re: "AMD will be hard-pressed to meet Jerry Sanders' goal of 30% marketshare." Sanders will just SLIP the schedule by a year or two - 30% in 2003 or 2004 !!! By the way, Sanders is set to RETIRE in 2002 - at least his employment CONTRACT runs out. That employment contract keeps Jerry pulling down $1,000,000+ salary PER YEAR whether or not AMD loses $500,000,000 per year and the SHAREHOLDERS take another BATH with the stock. Gotta love AMD's Board Of Directors ! Paul