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Technology Stocks : Intel Corporation (INTC)
INTC 46.47-4.5%Jan 30 9:30 AM EST
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To: Larry Loeb who wrote (12524)2/26/1997 10:16:00 AM
From: David M Gambs   of 186894
 
Larry,

<If Intel is losing market share, it's because they don't have enough fab capacity.>

It may not be fab capacity that is the restraining factor. It could be Assembly & Test instead. These are two separate functions. Fabrication can & does take place at different location than the Assemble/Test process. Intel needs both to get product out the door.

Regards,
dmg-
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