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

To: Paul Engel who wrote (151815)	12/9/2001 3:18:41 AM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

Paul, Re: Dan3's claims of yield crashes. Of course. Today Dan3 is claiming that Intel will have yield crashes next year. Tomorrow, he'll claim that Intel's overcapacity will flood the market and doom their manufacturing investments. The next day he'll claim that AMD has a die size advantage and that Dresden will be able to satisfy 50% of the CPU market by 2003. Then he'll claim that with Intel's overcapacity and yield problems, coupled with larger die sizes and poor performance, will force Intel to follow in AMD's footsteps by canceling Itanium and adopting Hammer and x86-64, just like they dumped Rambus in favor of AMD's standard, DDR. He'll then justify how AMD will end up with 60% of the market out of one fab and foundry services, while Intel and VIA will have to settle with splitting what's remaining with 20% each. It all makes sense in Dan3's imagination, and he'll continue to annoy the forum with his illusions. wbmw