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 (111007)	9/23/2000 4:15:03 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re:Try again Dan. AMD hopes to manufacture 3.6 Million K7s in Q3f AMD is also producing .18 K6-2 and K6-2+ chips that are (barely) maintaining a presence in the notebook market until next quarter. If you want to exclude .18 chips that use cores from more than a year ago and are now being phased out then exclude coppermine. So production rates last quarter were AMD 1.8 million and Intel 0. This quarter it will be about 3.5 million to 0 and next quarter about 7 million from AMD and about 200 thousand from Intel. If you prefer those numbers, it's fine with me. :-) Dan PS - for whatever it's worth, I sold the last of my Intel puts Friday, I wouldn't call Intel a buy at this point, but it's no longer a screaming sell, either. I used the profits to buy AMD calls. At this point I consider AMD to be a screaming buy.