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

To: Andrew Shih who wrote (114223)	10/18/2000 12:05:20 AM
From: Tony Viola	Respond to of 186894

Andrew, Duron 800 to 1000 Ghz Celeron 600-850 Ghz Moore's Law working at light speed.

To: Andrew Shih who wrote (114223)	10/18/2000 1:16:27 AM
From: NITT	Respond to of 186894

re: "BTW, AMD's FAB 25 & FAB 30 together will be able to output 10+ million chips per quarter next year." That's if the rules of the game don't change. Little things like larger on chip cache can force a big reduction in that output. Plus if AMD gets stuck selling the bulk of the low end at sub $50 and they have to keep cutting their big names super deals to keep them on the higher end stuff they may never get out of the funk. Yes their EPS this quarter was very good, but can they sustain it as the competition looks to change the rules.

To: Andrew Shih who wrote (114223)	10/18/2000 3:16:30 AM
From: Paul Engel	Respond to of 186894

Andrew - Re: "BTW, AMD's FAB 25 & FAB 30 together will be able to output 10+ million chips per quarter next year. " No kidding? Let's see....AMD hits 10 million/quarter next year. Let's assume worst case - VERY WORST CASE - that Intel's CPU sales remain FLAT at today's levels - 34 million/quarter. Now...for some math: 10/(10+34) = 22.7% My my - 22.7% !!!! AMD will fall short of their 30% Market Share goal - and that assumes Intel sells no more CPUs than they are today !! Andrew - DO YOU SEE A PROBLEM for AMD HERE ?? Oh...if Intel builds and brings on line those additional 6 fabs, you might expect Intel's CPU sales to increase "ever so slightly" from today's 34 million/quarter. Andrew - DO YOU SEE AN EVEN BIGGER PROBLEM for AMD HERE ?? Paul