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To: niceguy767 who wrote (78470)	4/26/2002 9:07:52 AM
From: Dan3	Respond to of 275872

Re: aren't you forgetting again once again that INTC is using 80% of its fab space for non-cpu production...i.e. 80% of its fab space to produce the 20% of its non-cpu revenues??? You're right. Didn't Elmer claim they invested $15 Billion so they could dominate the toaster-oven controller business? :-)

To: niceguy767 who wrote (78470)	4/26/2002 9:34:44 AM
From: TGPTNDR	Respond to of 275872

NG, Re: <now aren't you forgetting again once again that INTC is using 80% of its fab space for non-cpu production...i.e. 80% of its fab space to produce the 20% of its non-cpu revenues?> You're forgetting all the chipsets which are kind of like the inverse of circumcising elephants at the circus -- where the pay is small but the tips are big. Actually, it's not the chips that're big, it's the cut lines. And when they run the wafers they like to keep the CPUs with the chipsets they'll eventually run with.(Keeps the compatibility problems down.) And it's not the CPUs that're no good -- it's the chipsets -- as we all know. But rather than run more chipsets, and in the interest of compatibility, they just throw the whole thing away and start over. (The circus guy couldn't do that 'cause the elephants got mad.) tgptndr