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To: Road Walker who wrote (151470)12/6/2001 8:49:51 PM
From: wanna_bmw  Read Replies (1) | Respond to of 186894
 
John, Re: "It looks to me like Intel may have trumped AMD big time."

*If* there is a continued uptick in CPU demand, and *if* Intel pulls ahead in performance with Northwood relative to K7, then they will certainly have the capacity to trump AMD big time. Those are two big ifs, though.

wbmw



To: Road Walker who wrote (151470)12/6/2001 10:18:51 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
John - Re: "How many analysts have said "Intel has to cut capex in this market"?"

All of them !

And you are dead right - Intel went ahead and built the new fabs (and continues to build them) and Intel WILL USE that fab capacity.

Paul



To: Road Walker who wrote (151470)12/8/2001 4:35:06 AM
From: Joe NYC  Read Replies (1) | Respond to of 186894
 
Ok, John,

Forget my theories, you tell me how it is that we are in the first year in history, when the YOY PC sales are down, Intel percentage share of this shrinking number is lower, capacity of Intel fabs is higher, and still, Intel cannot supply this shrinking market.

What is your theory?

Joe


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