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

To: Scumbria who wrote (104575)	6/19/2000 5:05:00 PM
From: Elmer	Respond to of 186894

Re: "AMD is still having trouble with their PIII yields after all." Not since they moved to San Francisco. EP

To: Scumbria who wrote (104575)	6/19/2000 5:08:00 PM
From: steve harris	Read Replies (2) \| Respond to of 186894

Scumbria, re:iNteL With all of that new capacity coming online and eMachines struggling, where is all of that "sweet spot" going to go? Free computers with each free home? Make it so, Mysef

To: Scumbria who wrote (104575)	6/19/2000 6:24:00 PM
From: Tony Viola	Respond to of 186894

Scumbria, Now that Intel has the fab capacity, they need a design which runs at competitive MHz. If you plot time vs. total megahertz shipped, and take the area under the curve... You know, if the chimp, or the monkey (Geoffrey Moore's book) doesn't come out with a product that's better than the gorilla once in a while, they'd never sell anything. Take routers: at any given time Sycamore or Foundry has a "Cisco killer" router. Is Cisco going to die? At any given time (always, X many companies) there will be Unix servers that beat Sun. Is Sun hurting? I think the gorilla goes on to worry about other things, besides just Megahertz, like capacity, to remain the gorilla. Tony