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Elmer Phud

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Elmer Phud

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Re: spokeshave post# 12217

Thursday, 08/28/2003 8:16:06 PM

Thursday, August 28, 2003 8:16:06 PM

Post# of 97814
Sopheshave -

You don't even know how to accept a compliment...

We all know that there has not been a unit demand increase of even 10% since 2001

I don't agree with this at all. I think Intel's overall unit demand increase could easily exceed this.

So, overall, there is still about 45% capacity unaccounted for.

I disagree with this number but why can't you just chock this up to excess capacity? Who said Intel is capacity constrained?




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