Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.15

-0.6%

Dec 24 12:59 PM EST

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To: kapkan4u who wrote (164926)	5/5/2002 10:44:56 PM
From: Elmer	Read Replies (1) of 186894

INTC longs don't realize that Intel made a huge bet on 130nm and 300 mm capacity. Unless there is a sharp rise in demand by the end of this year, INTC will be eaten alive by overcapacity and depreciation costs. Yes you're right but if they're right then they will clean up. As an INTC shareholder, I approve of betting on success. Bad times won't last forever and Intel has developed the technology and manufacturing infrastructure to distanced themselves from the rest of the world. The competition can't match Intel's purse and AMD's total inability to produce .13u material is proof. In my 20 years of following Intel, I don't remember a time when Intel was this far ahead, technology wise, and I'm not just talking processors. I say the Capital expense was well spent and I suggest you keep your powder dry. EP

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