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To: Dan3 who wrote (136510)6/3/2001 1:21:05 AM
From: Paul Engel  Respond to of 186894
 
Blow Hard Dan - Re: "bad timing is when Intel embarked on the greatest semi spending splurge in the history of the industry starting last year just in time for an extended depression in the semis...bad timing is when Intel embarked on the greatest semi spending splurge in the history of the industry starting last year just in time for an extended depression in the semis."

Pretty short sited - aren't you?

Intel hasn't yet completed the fabs it started on last year.

But when they do, they will have enormous capacity - to fuel CHip Set growth, Server growth, Mobile Growth, Enterprise server growth, Wireless Growth, Flash growth, and Network Communications growth.

AMD's Dresden fab is about all it will need for the next 4 or 5 years as their market share begins to decline - since their new products seem to be failing miserably in the marketplace.

Paul