Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 39.44

-2.7%

9:42 AM EST

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To: Elmer who wrote (106926)	8/3/2000 7:43:53 PM
From: Jim McMannis	of 186894

Elmer, RE:"I'm the opposite. I think they can sell them but I wonder if they can make them. They have 2 fabs running and they are hoping to produce in 13 weeks only a little more than Intel makes in 1 week from 1 fab (fab12 in Ocotillo Az). This is not what I would expect to see from a company that has a good manufacturing line running. This is what one would see from a company that has problems." I think they can make 3.6 million but there is a good poibility there will not be infrastructure for them. Chipset, motherboard etc...or some major OEMs won't take them all...this could result in an inventory build up... Consider this.... 1. FAB 25s last 3 quarers of Athlon production... Q4 99 - .8M K7 cores Q1 00 - 1.2M Q2 00 - 1.8M Q3 00 - 2.7M Estimated (50%) increase/Q Dresden Q2 00 ? Q3 00 Need .9 million to get to 3.6M K7s SO basically, K7 "dedicated" Dresden only needs .1M more K7s than Q4 99 from Austin... Not to difficult any way you look at it??? Even if Dresden is only 30% ramped on average... Jim

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