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Technology Stocks : Intel Corporation (INTC)

INTC 36.78

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3:59 PM EST

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To: Elmer who wrote (103824)	6/1/2000 1:24:00 PM
From: Road Walker	Read Replies (1) of 186894

Elmer, Demand is "huge" now, with projections running to 30%+, I believe, for total semi sales increases this year. Will there be a 30% increase on those numbers next year? Will Internet appliances and handhelds eat into sales of desktop/notebook microprocessors? Is the cyclical nature of the industry still intact? The question is where will demand be in early 2001, when the capacity you begin to build today is coming on line. I wonder how much visibility Intel has for forward demand in this rapidly changing environment. Idle fabs can really eat into earnings. The financial penalties for over or undershooting demand are equally bad. Also, I believe Intel has said they are considering outsourcing some non-PC/Server products, probably from the comm group. And the completed change to .18 and eventually .13 (?), in addition to larger wafers, should increase production from existing facilities (right?). I wouldn't want to be the person making those projections and spending those $Billions. I don't feel comfortable second guessing them. John

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