Intel Corp (INTC)

[Elmer Phud]

Spokeshave -

there is some logic to it, if you recognize that Intel's primary focus was to remain competitive with AMD at the highest speeds.

Intel only wanted to create the perception that they were competitive at the highest speeds, just like AMD is doing today. If the articles are correct they are only claiming that Intel ran a single production line targeting the very highest binsplits at the cost of yields. This does not satisfy the claim that Intel could have meet the demand for processors if not for yield problems. If you have one production line with less than optimal yield that does not mean that there were lowered yields across the multiple production lines in each of the multiple fabs.

Meanwhile the market is making a very nice runup here. Are you benefiting in any way? If AMD reaches $7.5 I will probably roll my Jab $7.5 call short position out to Feb or March. How about you?

EP