Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 41.76

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10:16 AM EST

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To: Dan3 who wrote (154598)	1/10/2002 12:02:00 AM
From: Tushar Patel	of 186894

. Intel spends 9 to 10 times what AMD does on maintaining its FAB capacity Don't you think some of this spending is exactly what has enabled Intel products to pull ahead of AMD products and don't you think it helps Intel widen the lead over time? The point is that much of the spending is not to maintain competitive position but to increase the lead over competition and improve its competitive position. Andy Grove stated something to the effect that all Intel can do is outinnovate, outmarket, outspend and outmanufacture the competition. Perhaps this is what is happening and NOT what you suggest (i.e. excess spending just to maintain existing competitive position).

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