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

To: Elmer who wrote (133978)	5/2/2001 1:27:22 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

RE:"Tualatin yields are ahead of where I would have expected them to be at this stage of the process development" What would you have expected at this juncture? Jim PS...thanks for the process info. about 3rd party fabbing.

To: Elmer who wrote (133978)	5/2/2001 2:11:40 AM
From: Paul Engel	Respond to of 186894

Elmer - re: ", I got a chance to see Tualatin yields today and of course I can't say anything specific but I was VERY impressed!!! " I'm sure you are mistaken. AMD is 6 months ahead of Intel on 0.13 micron development - according to Blow Hard Dan - and AMD just slipped their 0.13 micron project into the second half of next year - 18 months from now. Thus, Tualatin will probably not be available for at least two years - using Blow Hard Dan's logic. I'm sure you were seeing only an illusion. Paul

To: Elmer who wrote (133978)	5/2/2001 8:41:27 AM
From: Dan3	Read Replies (3) \| Respond to of 186894

Re: I got a chance to see Tualatin yields today and of course I can't say anything specific but I was VERY impressed!!! Isn't that almost exactly what you said about early coppermine? You remember, it was during the period in which Intel's coppermine yield collapse let AMD finally grab a solid chunk of high end market share.... Your "insider information" yield claims have historically been negatively correlated with what's actually going on. So strongly that I'm going to take your claims as bad news for Intel...