Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 308.32

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12:04 PM EST

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To: Darin who wrote (8807)	10/17/1997 3:25:00 PM
From: Big Bucks	of 70976

Hi Darin, Intel is a behemouth corporation and as such needs huge revenues and high margins to support the corporate infrastructure and R&D expenses. Competition is cutting into the Intel market share placing pressure on the premium prices that Intel can charge on their chips, both on the Microprocessor and flash memory markets. This is great for the consumer but really has a dramatic impact on Intel that once had little to no real competition in the technology arena. If you are the only game in town you get all the business, now Intel has to share and also be competitive. They will soon find it necessary to cut the fat and become lean and mean to compete efficiently. Look for a slow down in Intels' new fab expansion, although they will need to re-equip the older fabs to stay on the leading edge of technology/productivity. Just my opinion, BB

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