Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: Elmer who wrote (106926)	8/4/2000 12:38:54 AM
From: AK2004	Read Replies (1) of 186894

Elmer re: 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). I am very impressed. AMD's production rate is somewhere around 7mil/q which would make an annual output of the fab 12 at around 365 million chips. Demand must be really high since at that production rate from a single fab and more than one fab going at it intel still can not meet all that demand. WOW Do you have any estimates for this year chip demand? I already figured out from your insight that it is more than a billion I was just wondering how much more Even at mere billion and avg asps at $150 and a gross margin of 62% that would be 93 billion dollars (pre-tax) in operational profits which is completely consistent with last quarter results, I think. WOW Regards -Albert ps pe = 48, shares = 6.7 bil, E(after-tax)=62bil lead to the fair price of $444/share - no wonder you complain that intel is undervalued

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