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

To: Scumbria who wrote (106897)	8/3/2000 2:21:52 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

SCUMbria - re: "The Duron dearth could also be related to the industry-wide capacity crunch. AMD is experiencing greater demand than it can satisfy. Although it opened a new manufacturing facility in Germany, only 30 percent of that new capacity is operational, according to AMD. As a result, the company is probably making the logical choice of dedicating its energy to making Athlon chips rather than Durons. "They'd be crazy to say, 'Let's not make $600 chips. Let's make $150 chips," noted Peter Glaskowsky, an analyst at MicroDesign Resources. " 1. This says NOTHING from AMD. 2. This says NOTHING about AMD not being able to meet AThlon demand. Why did you try to "finesse the facts" again, SCUMbria? Paul

To: Scumbria who wrote (106897)	8/3/2000 3:02:09 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Re: "The Duron dearth could also be related to the industry-wide capacity crunch. AMD is experiencing greater demand than it can satisfy. Although it opened a new manufacturing facility in Germany, only 30 percent of that new capacity is operational, according to AMD" If that were a normal fab opening I would agree, but Fab30 took over 3 1/2 years to come on line. That was more than enough time to get things up and running and equipped. When Intel couldn't meet demand you claimed a yield problem. It's starting to smell more and more like a yield problem at AMD. EP