Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 50.59

+4.9%

Feb 6 9:30 AM EST

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To: Xpiderman who wrote (6217)	12/11/1996 4:26:00 PM
From: Paul Engel	of 186894

Xy Zhao - Re: "Intel is at full capacity" Intel made the additional comment that their capacity for Q1/97 was completely sold out and that they could sell out their Q2/97 capacity. Now, I believe these "booked capacities" can disappear overnight. They sure did last year. However, as a result of booked capacity, if a PC maker wants to increase their volume of business, and Intel can't provide the CPUs, they must look elsewhere. This makes Q1 an enormous opportune time for AMD and Cyrix to make hay, so to speak. With the euphoria now surrounding Intel (the "eenie meanie"), their success will trickle down to "miny" and "moe". As a disclaimer, I own shares in all three. Paul

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