SI
SI
discoversearch

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 : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%Jan 16 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: AK2004 who wrote (147763)1/14/2005 9:08:59 AM
From: hmalyRead Replies (1) of 275872
 
AK2004 It is hard to imagine, though, that Intel would build that capacity if not for AMD threat.

I don't buy that. Most companies, under pressure from a competitor, try to get mean and lean. Building extra capacity is the opposite. You could say Intel is building those 300mm fabs to get mean and lean, but then Intel would have to also close down extra capacity. There is another reason for Intel's extra capacity, and that is the failure of Itanium, which is a huge chip, and would have required a huge manufacturing base. Intel probably is still hanging on to the older fabs, because they still feel Itanium will be a success in the future, and they want to keep the extra manufacturing base, just in case.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News