SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Road Walker who wrote (104104)6/6/2000 6:55:00 PM
From: bigja  Respond to of 186894
 
John "You hate to see Intel leave unfullfilled demand.."

Yes I've had the same concern. While Intel have been migrating to .18 micron and ramping their fabs like crazy I don't understand why total unit output hasn't increased more dramatically. Just a couple of quarters ago AMD could not sell all the product they made, they are now apparently sold out. I guess incremental new business will by won by the company that best ramps their Fab(s).