Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 47.14

-6.1%

Feb 10 3:59 PM EST

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To: Chris Vu who wrote (9109)	1/23/1997 7:29:00 AM
From: Mr. Sam	of 186894

Intel has had serious production problems transitioning to 0.4 micron technology in their Flash memory production lines. They have put their Flash customers "on allocation". That means they have taken orders that they already booked, and they have told customers that only a fraction of those orders will be delivered. In a time when there is excess Flash capacity in the industry from the likes of AMD and Fujitsu, Intel stands to lose further market share. In AMD's conference call last week, one of the officers affirmed that AMD was "not capacity constrained" in its Flash product lines. Looks like a major mistake for Intel and an oppportunity for AMD and Fujitsu. Mr. Sam

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