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Technology Stocks : Intel Corporation (INTC)
INTC 40.34-2.6%Dec 8 3:59 PM EST
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To: Tony Viola who wrote (113056)10/10/2000 4:03:23 PM
From: Road Walker   of 186894
 
Tony,

re: "So does that mean Intel still is capacity constrained? Or was Egypt in the budget? I'm confused."

Me too, as usual. They were "talking" with Isreal about a new fab, maybe this is instead of the Isreal plant?

As far as capacity constrained, maybe Intel doesn't buy the Wall Street argument that growth is semiconductors is over forever. They may think that in two years, when the fab is operational, they will need the capacity.

John
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