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

To: Petz who wrote (155621)	1/15/2002 11:17:10 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Maybe the CapEx reduction is tacit admission that AMD will keep between 20 and 25% market share ad infinitum. With CapEx closer to the prior estimates of ~6.5B, Intel may have been trying to obtain enough capacity to single-handedly supply the entire market 3-4 years from now. Which one is it Petz? Is Intel tacitly foregoing 20-25% of the market or are the going for the whole thing? I think Intel will have the capacity to supply the entire market. AMD has a dinky 8" logic fab with bad yields. Intel can convert their mega fabs one at a time and it's like adding 2.4 new ones with only the expense of the equipment and little delay. Intel has a huge fab just now shipping material from Ocatillo Az, F22. Another monster under construction in New Mexico, F11X. And still another in Ireland to come on line in a year or so. When these are running 12" wafers, that will be like over 7.2 MORE 8" fabs than Intel already has and each is bigger than AMD's F30. AMD is at least 4 years away from their 12" fab. Add in red ink, AMD's .13u delays, Hammer slips and performance lag. It looks very very bad for AMD. EP