Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.83

-4.3%

Dec 12 3:59 PM EST

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To: Jim McMannis who wrote (165452)	5/28/2002 3:48:33 PM
From: Road Walker	Read Replies (1) of 186894

Jim, re: What moron wrote that? "Reuters Technology Report Intel Cuts Chip Prices Up to 53 Percent By Duncan Martell" re: If Intels investment is starting to pay off they would keep prices where they are and pocket the extra margin. Wall street would have a real belly laugh at that one. Just another price cut, nothing to get excited about Jim. I guess the only interesting part is that AMD's lack of investment doesn't allow them to cut prices and make money. And soon, when they start using a foundry, they will have even less control. I wonder if they will go to UMC (?) and say "Intel cut it's prices so we need a lower price from you folks." I would have to check, but I think Taiwan's foundries are at about 80% of capacity and heading up. Wafer starts will probably get more precious if semi's start a cyclical recovery. It should be interesting to see how that all works out. John

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