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Technology Stocks : Intel Corporation (INTC)
INTC 37.81-4.3%Dec 12 9:30 AM EST
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To: Road Walker who wrote (125204)1/17/2001 11:06:23 AM
From: Amy J  Read Replies (2) of 186894
 
Hi John,
Re: Intel's Capex & AMD

Remember the last semiconductor uptick, when Intel was running out of capacity, and this is essentially what saved AMD in Q4-1999? (This comment doesn't diminish AMD's execution during the year 2000.)

With Intel's large capex, I doubt Intel will be capacity constrained next time around. This added-capacity is definitely a threat to AMD (if the majority of the money is spent in the core). I would not risk holding AMD on the next semiconductor uptick (in a capacity tight environment).

Regards,
Amy J
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