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

To: Process Boy who wrote (98983)	2/14/2000 4:57:00 PM
From: Tony Viola	Respond to of 186894

PB, > <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. The voice of experience and reason kicking in, from the process and MFG side. Thanks. Not that Ten doesn't have these, but you know those design guys. ;-) Tony