Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.82

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Dec 19 9:30 AM EST

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To: Elmer who wrote (151611)	12/7/2001 3:43:05 PM
From: TGPTNDR	Read Replies (1) of 186894

Elmer, I don't recall hearing about capacity constraints WRT CPUs except possibly WRT Dresden output. What I remember is: "we are selling virtually everything we are making in fab 30. So, as we move to the new product, we are selling everything out, so any inventory builds are ramping up the new product, so I fell very comfortable with that." That's not saying anything about everything they could make or FAB 25 production. I'd like you to show me where AMD claimed capacity constraints on 7.7 units in q3. I'd settle for the same for Q2. I don't think you can, but if you can I'd appreciate it if you would. tgptndr

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