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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?


To: Tony Viola who wrote (37863)2/14/2000 11:30:00 PM
From: Charles Tutt  Read Replies (2) | Respond to of 74651
 
I think you're missing the point. The issue is not whether Intel ships more microprocessors than the others, but whether the others have sufficient volume that they are high on the learning curve, so that their costs and yields are not dramatically different from Intel's. I contend they do.

That was the original, and is still the salient, issue.

JMHO.