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

To: Paul Engel who wrote (149127)	11/22/2001 12:23:17 AM
From: wanna_bmw	Read Replies (3) \| Respond to of 186894

Paul, Re: "Bear in mind - HALF of the 7.7 million CPUs that AMD claimed to ship last quarter were DoodleWrongs." What do you figure this means in terms of AMD CPU capacity? If Dresden is capable by itself of producing ~8M .13u CPUs per quarter, and AMD can outsource 25% more, then that means that AMD should have capacity for 10M or more processors per quarter (even without the Austin fab). I don't mean to be tossing around any Dan3ish calculations, but you have to admit: if AMD is willing to sell all these at cost, isn't it reasonable to assume that they stand to gain much more market share? wbmw