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 48.37

+0.1%

9:48 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Elmer Phud who wrote (178691)	7/16/2004 2:33:44 PM
From: robert b furman	Read Replies (2) of 186894

Hi elmerp, Two of the three replace existing 200mm - so although still huge it is not all incrementally more. Flash grew at 40 this qoq. That's 40 % of a pretty big number. Connectivity has been slow but at an all time record so -you don't get huge in a quarter. If they really saw it backing up - they'd defer Capex and they've comfirmed. I think that bodes well for the future and a lot of the fear mongering is second guessing. The fact of expansion is to be viwed as a positive in my way of thinkng. Bob

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next