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

To: Tushar Patel who wrote (168498)	7/19/2002 10:26:49 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: AMD loses a "couple" of points of market share Not good news, but Elmer's endless ranting about yields when AMD is outproducing demand to the point that they have to take product back from the channel is over-the-top ridiculous. Hence my over-the-top response. Whatever AMD's statistical yields may be, they are doing a better job supplying high end parts than Intel (at least, as far as can be determined by us outsiders - if you have a better information source than pricewatch listings, please point the rest of us to it). I find it highly unlikely that AMD is having any yield problems when they can produce much more than they can sell from one FAB, when their volume is down 20% or so from where it was when they were supplying the market from 2 FABS.