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

To: kash johal who wrote (67219)	10/22/1998 8:37:00 PM
From: Fred Fahmy	Read Replies (2) \| Respond to of 186894

kash, <Your Fab is running at 10% capacity and you are losing tens of millions of dollars/quarter.> Are you saying that the size/capacity of a Fab can not be planned in accordance with anticipated demand?? This seems backwards. Build a fab of size x and then figure out how to run it at full capacity? <They will make money this quarter. They will be pretty close to intel's highest speeds by end of quarter. They will have a reasonably competitive K-3 in Q1 99.> Execuse me if I remain skeptical but I have heard these exact types of predictions many times in the past. We'll just have to wait and see. <Profits(however meager)> One profitable quarter out of the last 5 (and "meager" as you yourself describe it) does not make a profitable company. Let's see how many profitable quarters they can string together. AMD has a history of showing profits for one or two quarters when they are filling the channel with a new product/chip. My guess is that this time is no different....one or two profitable quarters followed by many quarters of red ink. Like I said earlier, we'll just have to wait and see. Good luck, FF