Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.85

+1.6%

Dec 19 3:59 PM EST

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To: andreas_wonisch who wrote (151444)	12/6/2001 7:34:36 PM
From: wanna_bmw	Read Replies (1) of 186894

Andreas, Re: "Strange that Intel can't meet demand while having revenues that are about 30% lower than last year's." It's really quite simple. ASPs are lower (we know that), Intel has recently transitioned from Coppermine to Willamette (larger die), and they are also converting fab space to .13u (meaning less .18u fab space). Re: "Must be the same effect that allows them to grow market segment share every single quarter." I believe Intel only lost significant market share from Q4 2000 to Q1 2001 (about 4%). In the second quarter, they lost less than a point, and in the third quarter, they gained less than a point. In the fourth quarter, they will probably gain less than a point. wbmw

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