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


To: etchmeister who wrote (183923)3/31/2006 7:15:57 AM
From: Sarmad Y. Hermiz  Read Replies (2) | Respond to of 186894
 
>> AMD did this before with UMC and it failed miserably but everybody learns from errors made in the past.

In the disk drive sector, the companies that relied on "fabless" manufacturing have failed decisively, and now the whole industry has shifted to integrated manufacturing. That's the only way to to achieve good yield and price competitiveness.

I think these factors are even more applicable in processors. it is one thing to outsource manufacturing when one's own capacity is all committed. It is another to thing to have a brand new (and empty) state of the art fab and hire another facility to fabricate. What are they doing in the new fab ? I guess we just don't know the details right now.



To: etchmeister who wrote (183923)3/31/2006 12:20:56 PM
From: The Duke of URLĀ©  Read Replies (1) | Respond to of 186894
 
Int the last 5 years, Intel has spent upwards of 35 Billion dollars on plant and equipment.

We should have capacity coming out our ears. Where the hell is it?

Simplistic analyses need not reply.