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

To: Tony Viola who wrote (121084)	12/7/2000 1:01:05 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Re: "Elmer, do you have any feel for all the Intel expansion planned and put into execution before the slowdown arrived, and how that might match up with what is actually needed now?" Not a good feel but I believe they are seeing some good design wins in IXP and SA areas which, although not as high margin as processors, is good money nonetheless. When did Intel ever have too much capacity? The work on Fab24 in Ocotillo is still going fast and furiosly. I can see the cranes from where I run out on the desert and sometimes they work at night so it's lit up. EP