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


To: Tony Viola who wrote (47728)2/12/1998 7:31:00 PM
From: henry tan  Respond to of 186894
 
Tony, Most chip makers dream the chip market demand can go higher and higher.. To the contrary, demand is AMD's nightmare.
Everex has been complaining that AMD is transferring its order to Compaq.
Before Window 98 is on sell in 2nd Q , AMD better solve the yield problem.
Otherwise big box makers will turn back to INTEL...

I learned from AMD that manufacturing a chip is equally (at least)important as designing a chip. Investors can lose money if it overlook the manufacturing issue.

-Henry