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To: Dan3 who wrote (50754)8/11/2001 5:48:41 PM
From: John StopforthRead Replies (1) | Respond to of 275872
 
Dan3

Re:Things happen fast in the semi business. Intel lost half its working capital in a year - and if the rest of the industry is right about SOI, Intel could be finished off as a major player in the semi business by the end of next year

Seems to me Intel management are gambling with their future.
If the economy picks up in the fourth quarter, Intel will be
fine but if the economy remains poor for another year, they
are DOA.

John



To: Dan3 who wrote (50754)8/11/2001 8:16:09 PM
From: wanna_bmwRead Replies (2) | Respond to of 275872
 
Dan, Re: "...if the rest of the industry is right about SOI, Intel could be finished off as a major player in the semi business by the end of next year... Sitting on the sidelines as the rest of the CPU industry moves to SOI is a heck of a gamble."

And you'd be taking one heck of a gamble if you base your investments on this long shot possibility.

wanna_bmw


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