Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

+10.2%

Nov 28 9:30 AM EST

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To: greg s who wrote (113766)	10/16/2000 1:27:54 PM
From: Paul Engel	of 186894

Greg - Re: "IMHO, Intel will be viewed as brilliant for bringing this capacity on line in quarters to come. Good grief, FABs aren't built in a quarter!" Precisley. Intel made this error in 1997 - 1999 - and paid dearly. There is NO GOOD TIME to build wafer fabs - you either build them when they are NOT needed - or you build them when you DO NEED them but they they take too long to build to be of any help. By pushing through their fab expansion NOW - when demand may be wavering - Intel will then have the fab capacity to increase Semiconductor manufacturing when business does pick up. Paul

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