Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.78

+2.7%

Nov 26 3:59 PM EST

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To: Tony Viola who wrote (125136)	1/16/2001 9:21:08 PM
From: Joe NYC	Read Replies (1) of 186894

Tony, what do you think of Intel's capex plans for the year, and can AMD come up with the cash to buy what they need to compete vis a vis 0.13 and 300 mm? P4 will use up a lot of silicon, but still, it seems like a lot of money is being thrown around. The resulting performance and competitiveness of a CPU is a combination of the design and process technology. Since the Intel design team came up with less than competitive design, Intel has to compensate by buying a lot of capacity on a superior process technology. Joe

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