Monday, January 27, 2020 11:37:25 AM
On another note, it appears the new management is about to learn some of the lessons Intel learned decades ago. They have been short capacity all through the boom times, and now that they are ramping up capital spending, I suspect the bottom is about to fall out. It is going to be interesting to watch. Historically, one of the reasons Intel did so well is they made HUGE investments during downturns. This time, instead of being countercyclical, they most likely have it wrong due to long lead times of semiconductor capital. We will see.
Alan
Recent INTC News
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