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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Nadine Carroll who wrote (98147)4/26/2001 10:51:52 PM
From: Earlie  Read Replies (1) of 436258
 
Nadine:

The real problem for Intel is that their products have been totally commoditized. As one might expect when this occurs, profits are squished. Intel had better pull a technological rabbit from the hat, and soon.

With respect to chips, it just doesn't make sense to spend multi billions in cap ex to build a commoditized product in even greater numbers and at even lower cost when the market for those products is already awash in excess supply and excess production capacity.

Best, Earlie
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