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

To: denni who wrote (49080)	3/1/1998 3:14:00 AM
From: Thomas M.	Read Replies (1) \| Respond to of 186894

It's definitely true that INTC is a manufacturing powerhouse. The comment by another poster that he will only buy INTC chips was comical. AMD has a good design (via some ex-INTC folks, of course), but they cannot ramp, as usual. BTW, I saw a 266 MHz K6 for the first time in the local retail flyers today. It's an IBM, interestingly. Tom

To: denni who wrote (49080)	3/1/1998 8:04:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 186894

ref: AMD's recent yield !!! WOW astounding. Denni: Have noticed this part about AMD's recent yield ? And this is why Intel stock went down the last couple of days,amazing ain't it? Now I know !!! But AMD may not be able to take full advantage of IBM's manufacturing prowess if it cannot solve its own K6 production problems first, analysts say. That's because AMD and Intel are now manufacturing chips that use different designs -- and AMD must act quickly to keep computer manufacturers from committing to the Intel architecture. In recent months, AMD has acknowledged that the number of usable chips it has been able to get from each wafer, has been disappointing, particularly with the 0.25 micron process. In January, Kumar estimated that AMD's yield was as little as 1 percent.