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: robert b furman who wrote (185421)	12/7/2007 9:58:44 AM
From: greatplains_guy	Read Replies (2) of 186894

"It seems to me you could take manufacturing share,while controlling the margin of any competitors,in so far as you tell the fabless chip maker how much you can make it for. While others attempt to catch up to your (45nm) node level - you expand the range of products you make and somewhat control your competitors margins. Not a bad spot to be in." It is a good argument for INTC doing custom manufacturing. As long as they have excess capacity there is incentive for them to do this. It requires a different structure of a business unit that a vertically integrated manufacturer / designer / marketer. I admit to being a doubter. I am not quite a naysayer yet, but doing custom manufacturing is fraught with risks for people who are not prepared for the process. It also invites people into their process that are much more likely to include corporate spies. That could shorten their lead.

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