Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elmer who wrote (107550)	8/14/2000 8:40:09 PM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

Elmer, My calculations assumed only 3000 wafers from Fab25(~50%) and only 1000 from Fab30(~20%). I think your Fab25 estimate is probably high, and Jerry may be conservative in his estimates. Joe

To: Elmer who wrote (107550)	8/14/2000 8:41:30 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Elmer, my point was that we Intel-a-bees don't need to resort to the same level of pseudo-logic that the AMDroids use in their anti-Intel rants. Anyway, I would hope that AMD is experiencing very good yields. It would tell me that AMD doesn't have much room to improve. And with Intel spending $6B to expand capacity, as well as going gung-ho with 0.13u and 12-inch wafers, where will that leave AMD? Scrambling to find niches which they can only hope that Intel (or Via/TSMC) won't cover. Tenchusatsu