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

To: Elmer who wrote (106151)	7/25/2000 4:48:46 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Intel veers from Rambus-only road map on Pentium 4 By Michael Kanellos Staff Writer, CNET News.com July 25, 2000, 1:15 p.m. PT Intel will come out with a chipset next year for the Pentium 4 geared to work with standard memory, the company confirmed today, a move that raises questions about the future of Rambus-based memory. yahoo.cnet.com

To: Elmer who wrote (106151)	7/25/2000 8:09:05 PM
From: Paul Engel	Respond to of 186894

ELmer - Re: "An interesting way to put things in perspective is to note that 1 Intel fab in 1 week produces almost as many CuMines as the total K7s AMD sold in Q2 from 2 fabs" Ah....but AMD has so much more potential ! Paul

To: Elmer who wrote (106151)	7/25/2000 9:06:20 PM
From: TimF	Respond to of 186894

An interesting way to put things in perspective is to note that 1 Intel fab in 1 week produces almost as many CuMines as the total K7s AMD sold in Q2 from 2 fabs. Dresden is still ramping up and should produce a lot more in Q3 then in Q2. Austin still produces more K6s then Athlons. Tim

To: Elmer who wrote (106151)	7/25/2000 9:18:42 PM
From: Eric K.	Read Replies (1) \| Respond to of 186894

Elmer-- Re: An interesting way to put things in perspective is to note that 1 Intel fab in 1 week produces almost as many CuMines as the total K7s AMD sold in Q2 from 2 fabs. That's a very interesting assertion, since, if we assume "almost" means "within 10%" your statement implies your favorite fab outputted 19.44 million Coppermines last quarter. If your statement is not false, either the other fabs working on Coppermines had a 0% yield or Intel produced 70 or 80 million processors last quarter. -Eric