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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%Dec 5 9:30 AM EST
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To: Paul Engel who wrote (46232)1/22/1998 2:23:00 PM
From: Aaron Cooperband  Read Replies (1) of 186894
 
Paul -

Since the Merced will allow Intel access to a new market space, I'm assuming that the majority of Merced's unit shipments will be incremental. Given that Merced's sales shouldn't cannibalize PII shipments, this implies the need for additional fabs for Merced production. Will Intel's production be capacity constrained once they start shipping Merced?

Aaron
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