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

To: Sulcus Fan who wrote (110706)	9/22/2000 1:27:24 AM
From: jcholewa	Read Replies (2) \| Respond to of 186894

> Intel Fabs: 11, AMD Fabs: 2 ; If Intel CANNOT keep up with demand, how the heck can AMD ? Perhaps demand for Intel chips is more than 5.5 times that of demand for AMD chips? It's not like AMD and Intel had equal demand. If they did, AMD wouldn't have to asymptote (yes, I know I shouldn't be using that as a verb) their price curve below $100 while Intel's asymptote is around more like $150? (there are other explanations for this, but I particularly think that there's a link between pricing and demand) useful reference, sorta: "http://www.jc-news.com/pc/temp/pw-000918.out" Also, in tandem with this, unit growth is probably considered an important factor in determining whether a company is keeping up with demand. If (hypothetical situation, I don't know real numbers) market demand called for a 10% unit increase from Q2, and Intel produced a 5% Q-Q unit increase while AMD produced a 15% unit increase, perhaps AMD would be seen as helping to alleviate the situation while Intel would be seen as increasing pressure on the bottleneck. At least, that's one way of looking at it. ;) (oh, the high frequency quantities may figure in how people view supply and demand, too)

To: Sulcus Fan who wrote (110706)	9/22/2000 9:38:06 AM
From: Dan3	Respond to of 186894

Re: Intel Fabs: 11, AMD Fabs: 2 ; If Intel CANNOT keep up with demand, how the heck can AMD ? Both companies make lots of things at lots of FABs (with Intel more diversified than AMD). For MPUs, from last year to next year, it is more like Intel 2.5 and AMD .5 and it's moving to Intel 3.5 and AMD 1.5. Dan