Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 43.75

+0.6%

Dec 3 3:59 PM EST

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To: Amy J who wrote (102629)	4/19/2000 11:58:00 AM
From: THE WATSONYOUTH	Read Replies (1) of 186894

Re: "Looks like LaFountian could be very wrong (on this one point, and that bugs me because I would expect accuracy in an analyst on all points - otherwise, how would I know which statements to believe?" I guess that by your analysis you are trying to say that additional demand far exceeded Intel's ability to deliver. If so, you must factor in added capacity due to .25um to .18um conversion. I would guess that even in quarter one, Intel should have had 10% additional capacity simply due to the partial (maybe 33%) conversion to .18um. What's your estimation of this?? THE WATSONYOUTH

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