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

To: Dan3 who wrote (109589)	9/10/2000 10:25:11 AM
From: Elmer	Read Replies (2) \| Respond to of 186894

Re: "AMD may be (once again) using a surprise strategy. Multiple .13 copper FABs are under construction in Taiwan right now. Is it possible that a better road for AMD at this point in time is to contract for space in some of those FABs?.........So AMD may once again buck conventional wisdom, this time by contracting for FAB space instead of building it. The opposite of what they did last time. " Sorry Dan. Won't work. Their processor designs are much too tightly coupled with their own Fab process. So going to a contract fab would be a nightmare. EP