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

To: Elmer who wrote (107482)	8/13/2000 11:04:54 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: say F30 dedicates only 1000 wafers per week to K7s and F25 dedicates only 3000. Total 4000 wafers per week What about 3 million K6+s, several million embedded K6s, fabbing done under contract for two spun off companies, and an entire family of networking chips? I can understand that you're a little annoyed because some AMD longs (like me) keep whining that Intel should be able to oversupply present demand unless yields are bad. Then we don't discuss Intel's other chip fabbing responsibilities. But Intel has 8 or so FABs as big or bigger than AMD's Austin, and another 10 or so smaller FABs. With the exception of chipsets, AMD FABs chips for almost as many products as intel (CPU, networking, analog communications, embedded processors, etc.) all out of one big FAB and two little ones. I don't see any way AMD's yields can be anything other than excellent. With Intel, it can at least be questioned. Just what are they doing with all those FABs? Dan