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Technology Stocks : Intel Corporation (INTC)
INTC 36.85+1.6%3:59 PM EST
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To: John F. Dowd who wrote (159881)2/23/2002 12:09:44 PM
From: Dan3  Read Replies (2) of 186894
 
Re: reality is that .13 is here and it is so much more efficient that .18 will phased out early

I'll say it's here. About twice the capacity necessary to satisfy the entire market.

Do you think Intel will leave prices high enough so that AMD will be able to profitably keep 20+% of the market?

Or is Intel introducing a slash and burn pricing strategy that to let them use as much as half of their new capacity? - while all their old plants must be shuttered or retargeted, and there is still no use for half their new plant.
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