Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 45.07

-17.0%

Jan 23 9:30 AM EST

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To: Amy J who wrote (128586)	3/1/2001 1:21:58 PM
From: Paul Engel	Read Replies (1) of 186894

Amy - Re: 'Does 8 months of inventory at Altera (see below) seem a bit longer than what you would expect, even for a recession. Your thoughts? " That inventory is - by "definition" - on existing devices. Intel's investment in new factories is to build NEW devices that cannot be made in volume with EXISTING factories. Intel's decision is the correct one. When the recession is over and demand picks up, Intel will have the right processes and the right fabs to MAXIMIZE sales and profits - with no delays. This action will separate the strong from the weak. Paul

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