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

To: Paul Engel who wrote (114219)	10/18/2000 12:02:37 AM
From: Andrew Shih	Read Replies (4) \| Respond to of 186894

Paul, How many fabs do you need? I just hope that Intel doesn't overbuild. Of course, with the P4 at 217mm, you're going to need a lot of fabs. BTW, AMD's FAB 25 & FAB 30 together will be able to output 10+ million chips per quarter next year. In an ideal world, Intel would switch a bunch of manufacturing from P3 to P4. Thus, output is 1/2 w/ a lot more $ per chip. Meanwhile AMD will also rake in the money with 20-25% of the market. This is how a Duopoly is supposed to work :) It should be money for all! In the spring, the INTC/AMD chip lineup will be: P4 1.4 Ghz+ Athlon 1.2 to 1.5 DDR P3 800 to 1.13 Ghz Duron 800 to 1000 Ghz Celeron 600-850 Ghz More competition in the Mobile/Server markets is going to be great for the consumer.