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

To: Elmer who wrote (168482)	7/19/2002 6:43:49 AM
From: Dave	Read Replies (2) \| Respond to of 186894

Elmer, I beieve that Jerry has never said that AMD has the best yields in the world; rather, world class yields and given the prior debate I believe he said something like "world class line yields". There is no need to rub it in.

To: Elmer who wrote (168482)	7/19/2002 8:59:58 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: I'll tell you how many TBreds F30 should be able to produce The market seems to be demand limited today, in fact, AMD may have had to take some product back from the channel. You might want to note that Intel, with 6? 8? FABs making p4s, is showing fewer entries for its highest speed chip than AMD is showing for its highest speed chip. At least, that's what pricewatch indicated when I checked this morning. Intel's chip has been out a month longer, and Intel has 4+ times as much of the market. A clear indication of a bin - split disaster at Intel, would you say?