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

To: Elmer who wrote (112078)	10/2/2000 12:36:11 PM
From: Scumbria	Read Replies (1) \| Respond to of 186894

Elmer, However with Intel's production of processors about 10x AMD AMD is making 7.2 million Athlon's this quarter. Can Intel make 72 million PIII's? Scumbria

To: Elmer who wrote (112078)	10/2/2000 12:54:37 PM
From: EricRR	Respond to of 186894

Can you define "serious problem" for me? This question really is the point of contention. Perhaps Scumbria should replace the phrase with "competitive disadvantage." Without AMD, Intel has no problem. Do you go to your semiconductor manufacturer for economic analysis? Another interesting question. Obviously CSFB regergitated what Intel had told them.