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

To: Petz who wrote (41793)	12/9/1997 3:15:00 AM
From: Paul Engel	Read Replies (3) \| Respond to of 186894

Petz - Re: ". What's wrong with this picture is that AMD and NSM and MOT and IBM can do the same thing. " Then why haven't they? They have had ample time. NSM is older than Intel. IBM is MUCH older than Intel. MOT is MUCH older than Intel. AMD is only 1 year younger than Intel. Yet today, Intel's CPU manufacturing is the largest by a wide margin - and Intel is the World's largest semiconductor manufacturer in the world - most likely EXPANDING their lead. All these companies have wafer fabs - yet Intel is the World's largest. From your description, it is such a simple matter to knock Intel out of business. Then why haven't they? Paul

To: Petz who wrote (41793)	12/9/1997 6:49:00 AM
From: Richard Nehrboss	Respond to of 186894

John, Enough of this 30-44MM CPU's from a good fab. Why can't AMD pump out a mere 2MM per quarter? The key must be in the assumption of "good fab". Maybe process? Experience? They've been around for quite some time? Several others, IBM for one have been around longer. Why can't anyone pump em out like Intel? What is your track record for such statements? Richard