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: AK2004 who wrote (145721)	10/19/2001 3:55:06 PM
From: wanna_bmw	Read Replies (1) of 186894

albert re: intel was at overcapicity levels at .18um even with transition to larger chips. In early last year, Intel had problems meeting demand with their .18u manufacturing. They added capacity, and lo and behold, several months later, the economy collapsed. I can hardly blame them for that. re: let me get it straight though - you have a problem when amd plans to add capacity but you see no problem for intel adding it now? Let me straighten things out for you. There is a difference. AMD plans to have significantly more volumes of .13u parts than .18u parts, even in a market that isn't likely to absorb these large amounts. Intel has just added .13u production, which I think is necessary just to produce the same volumes that they are producing now, plus a little more in case of an economic revival. I wouldn't have any problems with AMD doing the same thing, but their pattern has been to stuff the market full of CPUs, just so that they can claim record revenues per quarter. Compounding this with a desire to get to 30% market share, even if they have to stuff most of their shipments is a bad idea, IMO. Regards -BMW

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