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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (30690)8/31/2000 1:05:28 AM
From: FLSTF97  Read Replies (1) of 54805
 
Apollo,

although I believe your statement about chip sales remaining strong is correct, that only looks at the supply side in total. An awful lot of new capacity is being put in place including by Intel. Microprocessor sales are not growing at the rate of Intel's capacity expansion right now, so the question is whether Intel's other businesses are growing fast enough to keep Intel's capacity utilization high. If not, then there could be negative surprises by late 2001. On the plus side Intel generally adds capacity more intelligently than most, but they can still be caught in a downdraft due to the overall market.

There are companies with capital expansion budget equivalent to their total sales. Does that seem rational? We'll see.

FATBOY
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