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Technology Stocks : Intel Corporation (INTC)
INTC 39.99-3.4%3:40 PM EST
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To: Elmer who wrote (155618)1/15/2002 10:41:56 PM
From: Petz  Read Replies (1) of 186894
 
Elmer, I think the CapEx decline is larger than the street expected, but this is a good thing for both Intel and AMD. As you point out, going to 12" wafers should increase output per fab, and/or allow larger chips like Itanium.

Maybe the CapEx reduction is tacit admission that AMD will keep between 20 and 25% market share ad infinitum. With CapEx closer to the prior estimates of ~6.5B, Intel may have been trying to obtain enough capacity to single-handedly supply the entire market 3-4 years from now.

Petz
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