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

To: Elmer who wrote (155902)	1/17/2002 4:48:43 PM
From: Jim McMannis	Respond to of 186894

RE:"You may be right but yields improved when AMD ditched .35 and jumped to .25 with the K6-2. No they didn't Jimbo. They just stopped throwing away so many slow parts" Not true but I can't tell you how I know so no big deal. RE:"How in the world can AMD only sell ~4 Million Athlons when F30 reached 100% utilization and Intel couldn't meet demand? It is a disgrace that the analysts won't bust Jerry on this one. So if they can't yield on .18u maybe .13u will give them enough midrange parts to make the yield look better but don't expect a miracle." I said it would take a miracle for AMD to sell record numbers of Athlons in Q4. It would have. The problem is "not enough parts" its getting the same premium for them that Intel gets and being the Mhz loser, letting Intel dicatate the pricing. Jim