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

To: Elmer who wrote (141829)	8/17/2001 3:17:39 AM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

Elmer, I believe the way Dan sees it is that Dresden can easily produce 100% yield, the proof being because AMD is able to lower prices on a CPU that everybody obviously wants. In fact, costs must be so low due to high volumes, that AMD must be making a ton of money. At prices these low, Intel can't compete. Plus, the most likely situation is that the Pentium 4 will get slower in the future. Then, AMD can easily reproduce the same effects in Austin for 14+ million additional chips, allowing them to take nearly 90% of the CPU market before the end of the year, with VIA claiming the other 10%. And then Dan wakes up from his dream. wanna_bmw

To: Elmer who wrote (141829)	8/17/2001 3:47:07 AM
From: Yousef	Respond to of 186894

Elmer, Re: " ... someone should remind him that 5000 wafers at 0 yield is 0 chips. But the binsplits are at 100%." Ccccrap in ... Ccccrap out. <ggg> Make It So, Yousef