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

To: SEMIHH who wrote (55804)	5/19/1998 5:10:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

SEMIHH - Re: " and which INTC competitor is doing the best on the Sub$1000 chips... You probably haven't figured it out... but it's IBM.... " You have got to be KIDDING! Are you referring to IBM selling a few Cyrix chips on the open market or the IBM ME division making chips for Cyrix, AMD and IDT? If the latter - IBM will make money - at the expense of their customers. Paul

To: SEMIHH who wrote (55804)	5/20/1998 1:42:00 AM
From: BelowTheCrowd	Respond to of 186894

> which INTC competitor is doing the best on the Sub$1000 chips... You probably haven't figured it out... but it's IBM.... < Well yeah, the chip foundry business is a great way to make money in microprocessor manufacturing. That way you don't have to take the losses when the chips are sold below fully absorbed costs. This may be a solution to Tom Kurlak's perceived "capacity" problem. Intel can contract out its unused FAB capacity so that AMD can make even more money-losing K6s! mg