Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.78

+2.7%

3:59 PM EST

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To: Elmer who wrote (103824)	6/1/2000 12:22:00 PM
From: GVTucker	Read Replies (1) of 186894

RE: capacity This reminds me of the late 80's, when everybody and their mother thought that PC demand was scaling back permanently. Intel management went contrary to this popular wisdom, and expanded capacity far in excess of what any outside analyst thought was reasonable. I still believe that this is the primary reasons for Intel's current dominance (next to the decision to drop DRAMs). The current stance seems to be in sharp contrast to that stance. I don't know whether to think that Intel mgmt has grown hesitant or if they are rationally not overshooting.

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