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

To: Elmer who wrote (107797)	8/20/2000 1:29:33 PM
From: Scumbria	Read Replies (1) \| Respond to of 186894

Elmer, AMD is manufacturing as many K7 parts as they can sell. Maybe more. Scumbria

To: Elmer who wrote (107797)	8/20/2000 3:36:58 PM
From: Jim McMannis	Respond to of 186894

RE:"2 huge fabs putting out a small amount of K7s. Just like Scumbria you disagree but offer no reason." I don't think your calculatons gave a definitive answer on whether AMDs yields were bad on the K7. We will know a lot more when Dresden is fully ramped since I belive Dresden is K7 only. Too hard to tell on Austin since the majority of chips made there are low yielding K6s... Displacing Intel in the market is no easy task. Even with better bins and prices some OEMs are reluctant to replace Intel. Even to the point of only offering the slower Athlons so as to not make their Coppermine offerings look bad. Gateway for instance is still selling 750 Mhz as entry level Select. They could easily be offering 800s or 850s at the same price. When they offer Durons they will likely make Gateway make a difficult choice. Whether to drop the Celerons... Even Gateway might think twice about reducing Intel exposure. Jim