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

To: semiconeng who wrote (156274)	1/19/2002 1:18:04 PM
From: Dan3	Respond to of 186894

Re: I think that there is going to be a FLOOD of Northwood P4 in Q1 In order to get them to sell, Intel will have to lower its ASPs quite a bit. I've been posting for some time that I think Intel makes more money during a shortage of its parts than during times when it has surplus capacity. Will Intel management have the self restraint to keep prices high while watching AMD maintain market share? Or will they go after AMD by drastically cutting their own ASPs?

To: semiconeng who wrote (156274)	1/19/2002 2:05:19 PM
From: Joe NYC	Read Replies (3) \| Respond to of 186894

semicon, --The F20 Oregon site has probably been ramping the 0.13u 200mm for MONTHS, with The California D2 Fab producing and Arizona's F22 most like shipping sometime in Q1 (if not already), I think that there is going to be a FLOOD of Northwood P4 in Q1. Watch Out Jerry, That's A Tsunami Coming!!!!!! Let's think this scenario through. Suppose all of this capacity is in place today. How would things be different from what they are? I guess Intel could make more chips. Where would these chips be sold for additional revenue? Suppose this tsunami completely swept AMD from the surface of the earth, with their $900 million and some change of revenue, and suppose Intel got at least half of it, meaning a little over $450 million. That's about 7% increase in revenue for Intel. Is this all you are salivating about? even if it went directly to profit, it's not even enough to support current stock price. Joe