Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 40.03

-1.3%

Dec 1 3:59 PM EST

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To: Road Walker who wrote (102638)	4/19/2000 9:26:00 AM
From: willcousa	Read Replies (2) of 186894

So intc was unable to meet demand, had competition and still held market share. Why does a company in that position need to build capacity ahead of need? Isn't the smart way to play this to build capacity only when need is proven? And perhaps have the chance to increase prices in the process? Didn't materialize buy possibility was enhanced. New fabs are becoming more expensive and the competition can't afford much in the way of new capacity. So what's the hurray? What is the chance that most of intc's 800+ processors went to servers rather than pc's? Could that explain why Dell is still so accomodating?

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