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Strategies & Market Trends : Classic TA Workplace
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To: Moominoid who wrote (125169)10/18/2005 9:19:28 PM
From: venividivici  Read Replies (1) of 209892
 
INTC will probably be spun positively tomorrow if we start rallying right out of the gate. One could look at the flip side of their running out of capacity and say that they must be pricing that into each unit, so net-net, the revenue is the same. Hence the record revenue despite lack of capacity. Also, you don't have a half-utilized plant sitting on your balance sheet as capital and adding to other expenses, so it's actually prudent capital management. Plus, that forecasted gross margin is pretty nice and a 12.5% improvement over last year's 4th quarter.

Now, if the market thought that Intel couldn't build that capacity in the medium-term, then I can see it being a problem for the stock price because then the customer markets would find substitute suppliers like AMD.
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