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

To: John Hull who wrote (41228)	12/1/1997 12:16:00 PM
From: Dave Budde	Respond to of 186894

Speaking of best and worst boards...did anyone notice that AMD's compensation committee spent 36 meetings last year just to iron out the details of the rich CEO package? Now there's a real efficient use of the time of those board members. Maybe if they'd spent more time reviewing the manufacturing problems instead of discussing Jerry's compensation, then maybe, just maybe, AMD would have a clue about how to make some money. Somehow I doubt it. I think Intel will not have any problem with the competition as long is this type of stuff continues to go on.

To: John Hull who wrote (41228)	12/1/1997 2:46:00 PM
From: Larry Loeb	Read Replies (1) \| Respond to of 186894

John or Paul, Another article in Business Week stated: Analysts estimate that less than 50% of K6 chips etched onto each wafer of silicon pass muster, compared with an estimated 61% for Intel's Pentium MMX chips. See: businessweek.com Are Intel's yields only 61 percent? I was under the impression that they were much higher. If true, wouldn't that imply, given the difference in margins, that AMD's yields are substantially below 50 percent (like closer to 20)? Larry