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Technology Stocks : Intel Corporation (INTC)
INTC 35.74+3.6%3:59 PM EST

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To: Elmer who wrote (106926)8/3/2000 9:08:13 PM
From: TimF  Read Replies (1) of 186894
 
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).


One of those fabs is not dedicated to only Athlons. The other is not done ramping up (and still won't be at the end of Q3). Also I don't think either is quite as big as fab12.
I also have my doubts about 1 million copermines from fab12 per week. That would be 12 million per quarter from one fab. If Intel can do that I don't see why they have had problems meeting demand, or is this one Intel fab so much better then all the others?

Tim
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