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

To: GVTucker who wrote (183131)	1/19/2006 3:31:36 AM
From: Amy J	Respond to of 186894

The fundamental issue is the platform strategy introduces a higher level of risk that Intel didn't have before. One chipset shortage holds up the entire platform shipment. Message 21967612 12/13/2005 One little stumble by Intel and Intel could very well strike out. . . I think this means Intel may need to increase their backup plans ... as well as increasing their number of fabs. I think Intel needs to absolutely maintain a healthy amount of capacity at any given time (even during the downturns), or seriously risk permanetly losing market share to a powerhouse. This is because, with the platform strategy it may only take one shortage on one component (or one chipset) to knock out an entire platform line. The platform strategy does have its increased risks