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

To: Dan3 who wrote (108280)	8/24/2000 9:27:17 PM
From: semiconeng	Respond to of 186894

Yep, AMD is on track to make anything slower than 1GHZ a cheap, low-margin chip in Q4 of this year. They'll ship 750 to 950 MHZ Durons from Austin and 1GHZ to 1.4GHZ Thunderbirds from Dresden. Close to 5 million of each. That's not going to be a problem for Intel, is it? Plenty of Intel 1 GHZ and higher volume on track for next quarter, right? :-) Dan If you believe that low margin is better than high margin, and low ASP is better than high ASP, and that 10 Million is better than the 15 million CuMines intel shipped last quarter, than... You probably also believe in the Easter Bunny.... :-) SemiconEng

To: Dan3 who wrote (108280)	8/24/2000 10:34:20 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Re: "Yep, AMD is on track to make anything slower than 1GHZ a cheap, low-margin chip in Q4 of this year. They'll ship 750 to 950 MHZ Durons from Austin and 1GHZ to 1.4GHZ Thunderbirds from Dresden. Close to 5 million of each" Sure is easy to do when all you have to do is type in the words, but AMD has to actually produce them. With the inexplainably low output of K7s slated for Q3 from 2 big fabs, it isn't clear how AMD is going to overcome whatever it is that's preventing them from manufacturing K7s in high volume right now. Something's wrong with AMD's manufacturing and you can't get away from it by waving your hands. EP