Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 38.12

-3.5%

2:46 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: kapkan4u who wrote (169239)	8/10/2002 11:54:27 PM
From: burn2learn	Read Replies (1) of 186894

I agree with you. My thoughts are that Intel's future is linked to the Asian foundry's and the learning curve for process tech. A really weak AMD will only increase the speed to market of the first competitive chip fabbed in Asia....then it's a new game. I don't like the industry weakness. One company ok, but an entire industry looking to foundries will only shorten the timeline to game over. I've discussed this with many and the typical response is that money is required by companies to succeed in this quest and INTC's model will help. I see the gov backing of Asian companies and wonder..... INTC I think is waiting to produce chips oversea's in ASIAN markets until approved by Congress for defense reasons. In the meantime foundries are accelerating their advance due to semi weakness driving customer partnerships.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next