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Technology Stocks : Intel Corporation (INTC)
INTC 36.34-0.1%Dec 23 3:59 PM EST
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To: Jim McMannis who wrote (154778)1/11/2002 1:16:08 AM
From: kapkan4u  Read Replies (2) of 186894
 
<Pretty obvious to me. How about you?>

Not obvious at all. 146 mm2 NW die is huge. The depreciation of the 2000-2001 capacity buildup binge will hit Intel like a ton of bricks. The NW fabrication suffers from low yields and throughput. The production glitches will continue well into the 2H 2002. The result -- no price war and continuing market share losses for Intel.

Kap
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