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: Tony Viola who wrote (113056)	10/10/2000 3:57:31 PM
From: Amy J	Read Replies (4) of 186894

Hi Tony, RE: "Carrying it further, makes it sound like maybe Intel's aggressive 6 billion dollar fab/assembly expansion plans might not all be needed. " Elmer and Paul are much better at figuring this stuff out than me, but making estimated calculations from the flash market report posted the other day, that could be about 3 new fabs just for flash, right? IBM and Intel seem to be acting like the worst thing that could happen is not having enough capacity to build future products. They make their plans according to what they project is needed in the future, not necessarily today's market psyche. So, does this mean current demand may have dipped, but they expect future demand to be strong? Regards, Amy J

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