Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.08

-3.2%

Dec 17 3:59 PM EST

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To: semiconeng who wrote (132896)	4/19/2001 12:20:48 AM
From: THE WATSONYOUTH	Read Replies (1) of 186894

IBM? I don't think IBM is interested in getting into the semiconductor manufacturing business in that big a way. My dealings with IBM in the past, have taught me that IBM is mostly interested in manufacturing chips for their internal use, and their Fabs are already underutilized. On an ever increasing range of topics, you once again prove how clueless you really are. IBM is the number one ASICs supplier in the world. Their OEM microelectronic business grew over 100% this quarter and I will guess that the microelectronics division will contribute over $7.5 billion in revenue this year. They are in the process of spending over $3.5 billion on 300mm conversion among other things including a new 300mm fab started last fall in Fishkill N.Y. Their current fabs ran at 100% capacity this quarter in stark contrast to Intel. Now.... just what kind of "dealings" did Semiconeng have with IBM in the past?? Pray tell. THE WATSONYOUTH

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