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

To: robert b furman who wrote (178686)	7/16/2004 1:05:31 PM
From: The Duke of URL©	Read Replies (1) \| Respond to of 186894

Are you any relation to Mark?

To: robert b furman who wrote (178686)	7/16/2004 1:52:16 PM
From: The Duke of URL©	Read Replies (1) \| Respond to of 186894

If I understand the import of your post, then you are misreading the discourse I am having with Elmer. Personally, I feel that the CPU business is improving. Our discussion centers on what the concern of the public and the press is over the inventory issue. I believe that the press believes it is lack of demand and from their viewpoint the are worried that the slump is back. There are those that believe in the old golf expression, "better up than short"; and that the reason the Athlon processor was so successful in 99 was that Intel was capacity constrained. Trust me on this one, that sure aint the case today. :)) This, of course would also explain intel's buying binge. It is my belief that Barrett sold the new plant expansion to the board with the promise that IF cpu demand did not warrant the expansion, the plants could be used for other purposes. Hence the so far unprofitable expansion into Comm and other areas.

To: robert b furman who wrote (178686)	7/16/2004 2:25:31 PM
From: Elmer Phud	Read Replies (2) \| Respond to of 186894

robert I believe a year from now when the efiiciencies are proven and understood - Intel will have a huge manufacturing advantage on all but 2-3 others giants (Infineon,Samsung,TI) and the rest of the competitors will be rushing to duplicate what Intel's leadership has proven. Maybe so but what use will it be when demand is met as is? What Intel needs is more demand and that must come from somewhere else despite processors. Comms must fill these fabs because they can already supply enough processors. There are 3 more 300mm fabs in the works. That's an enormous amount of capacity.