Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.08

-3.2%

Dec 17 3:59 PM EST

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To: Sarmad Y. Hermiz who wrote (184337)	5/25/2006 10:15:52 AM
From: Dan3	Read Replies (1) of 186894

Re: AMD had an accidental success A six year long accident? Keep in mind that AMD supplies about 1/4 of the CPU market with 15,000 employee's while Intel supplies the other 3/4 using 100,000 employees. This market is going from Intel having 4 CPU FABs to AMD's single FAB last year to Intel having 4 FABs to AMD's 3 FABs. There is an inevitable, brutal price war shaping up for the second half of this year and Intel has a lot of work ahead of it to reduce its costs. Until this year, Intel could count on economies of scale to let it stay larded up with huge fixed costs but as AMD's capacity triples AMD is seeing a huge increase in the number of parts across which it can distribute fixed costs. Meanwhile, things are heading in the opposite direction for Intel and its staff of 100,000.

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