Intel Corporation (INTC) Message Board

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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: Jim McMannis who wrote (174873)	6/23/2003 1:33:22 AM
From: Amy J	of 186894

Jim & Thread, "Bernstein is suggesting that the Fed's liquidity binge could cause Japan-like symptoms here. His exhibit No. 1: the semiconductor industry, which operates at only two-thirds of its potential but shows no signs of purging its weaker members. "We're not seeing any consolidation in an industry that's operating at 65 percent capacity utilization and where that utilization is falling and product prices are falling," he said. Cheap, plentiful money has allowed struggling companies to refinance at lower rates, stay in business and continue pumping excess product into the economy." sunspot.net Why consolidate, when you can knock the competition off the block, at a much lower cost too? e.g. Broadcom, etc. RE: "Bernstein says, and he wouldn't be surprised if initial stock offerings revive. " They already have - there are two Silicon Valley companies in the pipe. The IPO market has been essentially dead for two years. Regards, Amy J

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