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

To: Tony Viola who wrote (147386)	11/11/2001 12:29:26 PM
From: Dave	Read Replies (2) \| Respond to of 186894

Tony, Perhaps one of the reasons that the "fabless" model works in certain areas, like Xlinix, Altera, etc, is because none of them have fabs. Therefore, those companies pay simliar prices to fab their chips.

To: Tony Viola who wrote (147386)	11/11/2001 1:24:45 PM
From: Paul Engel	Respond to of 186894

Tony - Re: "The fabless model seems to work fine for companies like Altera and Xilinx. What's the difference, those companies don't rely on ultra high performance?" The difference is that all the main FPGA/Programmable logic vendors are FABLESS - they compete on a more or less equal footing. The AMD situation is different. If they plan to compete with foundries - against Intel with its own fabs - they are DEAD MEAT. Intel's VAST manufacturing plant and capacity - along with the world's BEST TECHNOLOGY - will have Sanders yelling "DUD" all the way to the FTC and DOJ and EU to seek legal protection from his own blunders. Paul