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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (98975)	2/14/2000 4:46:00 PM
From: Process Boy	Read Replies (1) \| Respond to of 186894

Ten - <So with four 0.18u fabs ramping up Coppermines as we speak, with a fifth coming online soon, does that mean we'll quickly move into an oversupply condition? God, I hope not.> Ten, what we want is a reasonable inventory cushion, which we don't seem to have right now. I believe the capacity coming online may also be used for the 3 new chips Intel is set to intro at various times this year, as well as Coppermine derivatives. I wouldn't worry about going form getting bashed by GTW and implicated by DELL to oversupply overnight. :-). PB