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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?


To: Tony Viola who wrote (4396)8/10/2000 8:55:53 PM
From: PetzRead Replies (2) | Respond to of 275872
 
Tony, re:<The difference, to me, is that Intel is #1, out of 2, in a sold out market that is also straightening out its manufacturing right now.>

AMD can increase CPU production in units 75% in the coming 12 months just by fully outfitting Fab 30. It can increase CPU revenues 100%.

Can Intel increase either of these by more than 30%?

I think not.

Petz