Intel Corporation (INTC) Message Board

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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: andy kelly who wrote (132617)	4/18/2001 4:32:16 AM
From: Joe NYC	Read Replies (1) of 186894

Andy, looking like we might have 3 ramped fabs at 300 before AMD gets their first. That would be a real tough disadvantage to overcome. Intel can't sell the stuff they can make in their current capacity (without the 3 ramped 300mm fabs). By how much to you expect the demand to increase in next 12 months, so that capacity would become a factor? 100%? 150% On the other hand, Intel may be able to afford maintaining a few fabs that are basically idle, and have them as a reserve capacity, in case the demand does pick up strongly. Joe

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