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

To: John F. Dowd who wrote (163811)	4/11/2002 8:45:14 PM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: I understand from the RMBS board that INTC sells every one they make Which means that, even after spending $14 billion dollars in 2 years on new plant (while taking only half that as costs) - they can still barely meet demand during the worst semi crash in history, while at their lowest market share in years.

To: John F. Dowd who wrote (163811)	4/12/2002 9:09:09 AM
From: semiconeng	Read Replies (2) \| Respond to of 186894

Beamer: Let us talk about real things rather than picking some number out of the air. I mean does anyone here have any clue to how P4's are selling. I understand from the RMBS board that INTC sells every one they make and has no inventory. Now a confirmation of that kind of anecdotal evidence would lead me to think that the numbers analysts project will be met if the ASU's are reasonable. Just pulling numbers out of our ass is really something best suited for the worst of the Yahoo boards where everyone says where they bought and where they sold and that sort of interesting stuff. JFD Maybe some people know, but they just can't say...... All I "know", is what intel has already said... is the ABSOLUTE TRUTH.... There is no problem with intel's 0.13u Process Yields or Bin Splits. The 0.13u Ramp is on schedule, and meeting "Expectations". But I can throw in a personal observation.... Overall, "expectations" this time, were Much higher than I've seen in the past. Make no mistake about it, the Sleeping Giant has awakened. Semi