Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: wanna_bmw who wrote (150326)	11/29/2001 1:11:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

BMW, I agree with you. Hector must have used a cost model with less variables in it than I mentioned as possible. Certainly, labor would not be in it. That opinion about AMD's 0.13 process by Eric Chen today certainly hints of something like what you, Fin and others have been saying, that AMD might have partially shot their wad at 0.18. Of course, yesterday, we thought he was daft with his call on Intel's wafer and associated materials purchases. ;-) Tony