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

To: Tony Viola who wrote (147339)	11/11/2001 1:51:09 AM
From: Pravin Kamdar	Read Replies (3) \| Respond to of 186894

Tony, Well, engineering school teaches worst-case analysis, and, to me, you need to be a devil's advocate at all times and be leery of any happening. Like, design for the best but expect the worst. Worst case is something may be fishy. My worst-case analysis is Intel is screwed. Best case, the heat on them will be a lot higher. What does your worst-case analysis tell you wrt Intel? What does it tell you when AMD has a 50% stake in a 0.07u, 300mm JV fab, with a combined production capacity greater than 50% of world processor demand? Or, should worst-case (also known as worse-case) analysis only be applied to AMD? Pravin.