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Strategies & Market Trends : Steve's Channelling Thread

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To: Zeev Hed who wrote (18530)	6/21/2001 11:04:20 PM
From: Jdaasoc	Read Replies (1) of 30051

Zeev: they will reexamine next year capex, and frankly, if they decide that they have ample capacity (their sales rate is a solid 30% under original plan), they may spend pittance next year P4 is here; Xeon P4 is here; Tutulin will be here by Sep. They will virtually giving away processors on the cheap like MU is doing with SDRAM now to hold market share in declining market of unit sales. They will make foreign competitors like VIA and Transmeta close up shop; bloody AMD badly regarding retooling considering their $1.5 B outstanding debt load. Intel will spend next to zero next year on cap ex if we are still in recession. The majority of their production will be 0.13 micron geometry on 300 mm wafers becoming the lowest cost vendor in a two horse race. john

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