Intel Corp (INTC)

[chipguy]

IRC Intel maxed out at about 500 billion cap. How in the heck great a company Intel must be, that
can grow from there.

According to this:

http://www.siliconstrategies.com/story/OEG20030311S0010

Intel's $23.7B in sales in 2002 represented only 15.2% of the world wide semiconductor
market. Even with the semi market temporaily stalled there is plenty of room to grow by
taking it out of other semico's hide.

The obvious place to start are non-x86 processors at the high and low end. Intel is grinding
away at those with Xscale and IPF. There is also telecom and wireless and Intel is aiming
there too. It won't be easy but he-who-has-fabs has a built in advantage and the inexorable
trend towards more expensive fabs means the number of JSIII's "real men" is shrinking
year after year. Perhaps one day the only three players with fabs will be Intel, IBM, and a
Eurasia foundry consortium. IBM, I'm not so sure about