Intel Corp (INTC)

[Andy Grave]

I think going for market share at this point will continue to be a losing proposition for them.


Dead wrong. It is a winning proposition up to the point that Fab 36 is COMPLETELY maxed out. I think they could at least break even with a maxed out Fab 36 and mid 40% margins. What should be discussed here is how much additional capacity can one expect out of Fab 36. Now....beyond a full fab 36, it is debatable if additional market share is worth pursuing since it will come at the considerable cost of equipping and ramping the second 300mm fab. I have to agree with mas. Some of your notions are just pure fantasy.....not even worthy of debate.

Andy Grave