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Technology Stocks : Intel Corporation (INTC)
INTC 48.60+3.5%3:59 PM EST
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To: Road Walker who wrote (128121)2/22/2001 9:39:50 PM
From: kash johal  Read Replies (4) of 186894
 
John,

re: "intel is low cost producer"

Don't think so.

It may well be on celeron and PIII's.

But definately NOT on PIV's.

And Intel will have some huge fab's running 0.13 running at low utilization next year.

Another recipe for disaster.

There is already excess wafer capacity for CPU's.

And intel is dumping another 7.5Bn this year into overcapacity.

Their fixed costs next year will be much higher than this year coupled with anemic growth in unit volumes.

regards,

Kash
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