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

To: John Hull who wrote (146608)	11/1/2001 12:34:01 PM
From: AK2004	Respond to of 186894

John re: Not to mention the fact that you like to throw in a few additional, off topic, controversial items hope you did not mind too much re: where did the 2 year 50mil/rate is not going to be achieved until end of '02 and hence would not really be an issue until '03 (speculation on my part) re: there were not much left for amd with intel's new fabs where did I say this? Message 16589645 I did not phrase it accurately, I admit re: "double standards" there are no double standards here as far as I'm concerned. well, you do not address overcapacity at intel, why is it in the best interests of intel shareholders to bring intel to large (IMHO) overcapacity. You did address though amd's potential overcapacity. re: Intel suffers to, but has more wherewithal to endure the cycle that is granted but Dan was trying to make a point about intel's overcapacity rather than tough economic conditions. You have to admit that unless intel is not saying something it should have overcapacity for any condition including explosive expansion which is not likely to occur soon. Re: rambus I did say that that point is minor but it does illustrate some inconsistency which may be viewed as double standards <=> ddr is not a good solution when amd is using it but a great one when intel gets to it The main point is still overcapacity. Regards -Albert ps sorry for my English though, I do appreciate the fact that it takes some effort to read my posts