Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.78

+2.7%

Nov 26 3:59 PM EST

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To: Tony Viola who wrote (147206)	11/9/2001 8:32:42 AM
From: Dan3	Read Replies (3) of 186894

Re: Intel is the overwhelming world leader in process and manufacturing technology for high volume chip production. That's why it took them more than a year to catch up to AMD's copper process, right? That's why it takes 16 Intel FABs to produce 3 times as many chips as 4 AMD FABs (including FASL, and taking into account that FASL has quite a bit more of the FLASH market than Intel). You might consider, also, that Infineon has been producing on 300mm wafers since some time in 1999... During the past two years, Intel's marketing has managed to convince a number of so-called IT buyers to pay top dollar for older design, medium speed, PIII chips - that's the only place they've made any money. And that's a terrific achievement by Intel marketing. But the products they had to sell were barely competitive (mostly because of some truly foolish decisions at executive levels, Rambus, IA-64, etc. - not because of a lack of engineering or production capability). Intel is a competitive producer with a mediocre product, great marketing and momentum as a brand that has taken years to slow - but begin to slow it has.

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