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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Katherine Derbyshire who wrote (33981)	2/2/2000 9:51:00 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

INTC is opening their pocketbook to add capacity.....since INTC is a miser, this bodes extremely well for the sector: Message 12750268

To: Katherine Derbyshire who wrote (33981)	2/2/2000 11:15:00 AM
From: Kirk ©	Read Replies (1) \| Respond to of 70976

RE:Dell has essentially no internal chip design expertise. Their forte is logistics. They'd have to be insane to manufacture their own chips. True. I got lazy in my post. 8) I was thinking they would strengthen their partnership with IBM and then IBM would possibly do more chip manufacturing internally. It seems this has happened a bit already in that IBM is going to be one of the foundries for that new Caruso chip giving PDA makers an alternative to Intel. To not be held hostage to chip shortages is often a good reason for companies to build their own fabs or, more likely, form strong alliances through investments in foundries and such. I guess this still leads to boom and bust as they try to add more capacity than needed only to see the foundries try to fill that capacity by lowering prices. The big hope, it seems, is that we have several markets for the majority of chips rather than just a single product as before.