Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 35.81

+0.2%

Nov 25 3:59 PM EST

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To: Dave who wrote (149164)	11/22/2001 2:24:40 PM
From: Bill Jackson	Read Replies (2) of 186894

Dave, I can see some recovery in flash as well as CPU sales(???) alleviating these problems. Do not forget we are in a market decline that hit both. Intel is bigger and can resist it a lot better, smaller companies have that problem versus big ones. I expect AMD to make $100M from flasy oin the next 2 quarters and CPU sales will bring in ?? This quarter ending on 31Dec should also be profitable due toe Intel P-4 scarcity. AMD is at risk, and might go belly up if the hammer flops, so a lot rides on it. As to new facuilities, possibly they are thinking oPF(other people's fabs) in their taiwan deal. Bill

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