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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Dan3 who wrote (15343)	10/20/2000 11:35:29 PM
From: Paul Engel	Respond to of 275872

Re: "Otherwise, for the indefinite future, Intel is limited to producing 70 or so P4s per wafer, and trying to sell them packaged with 2 sticks of Rambus, a custom case with a 1 lb heat sink bolted to the cover, and a low volume high cost motherboard." Well, those 70 die will cost about $35/each to produce - so those system costs will not be too high, all things considered.

To: Dan3 who wrote (15343)	10/20/2000 11:36:16 PM
From: Paul Engel	Read Replies (1) \| Respond to of 275872

Re: "Intel continues to wander in the wilderness, and while it may end someday, it isn't ending anytime soon. And the clock is ticking - Intel will be facing dual 64 bit processor systems with the same costs as their single 32 bit system towards the end of next year." Intel just came back from the Wilderness with $2.7 Billions ( that is Billions with a B )in profit - so wandering in the wilderness seems pretty lucrative. Maybe you should send Jerry a map.