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

To: TimF who wrote (184011)	4/7/2006 10:18:47 PM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 186894

>> Number 2 would still be "a limited run process" not "a continuing fundamental trend", but it would have an impact on Intel and a big impact on AMD << I expect that by "impact" you mean bad tidings for Intel, and sugar plums for AMD. No ? I think the jostling for revenue share will go for a couple of years. And the results will depend on which of the two can lower unit costs such that they can drop prices while preserving margin. I understand AMD fans expect APM to do the magic for them. I have a question on APM, maybe should be directed to Dan3. As etchmeister pointed out, AMD did not have many fabs. However, they did have a fab for flash. Was APM used in the flash production ? Did they benefit from that ? How did AMD's results compare to Intel's ?