Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 38.67

-2.1%

10:59 AM EST

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To: burn2learn who wrote (169241)	8/11/2002 12:29:45 AM
From: Elmer	Read Replies (1) of 186894

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 disagree. With one process servicing so many products, performance will take a back seat. Yields will dominate and that means a totally generic process. EP

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