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

To: Tony Viola who wrote (150345)	11/29/2001 1:17:19 PM
From: wanna_bmw	Respond to of 186894

Tony, Re: "Of course, yesterday, we thought he was daft with his call on Intel's wafer and associated materials purchases" No, he was probably right about Intel's raw material purchases, but some of us thought he was probably wrong to link that to shortages in demand. Intel is at a point where they aim to increase fab capacity tremendously. Buying less photoresist and other raw materials sets up a red flag, but we don't know what the cause is. One possibility is that maybe Intel was already well supplied with these materials to begin with. I just don't think one or two months of changing habits when it comes to purchasing raw materials necessarily means anything significant. Regarding AMD's .13u process, I don't think it does anything more than confirm what we already knew, and that is no .13u chips this quarter, and probably a late release next quarter. wbmw