Replies to post #15570 on Intel Corp (INTC)

[greg s]

Andy Rave,

Yup, I can tell you are envious of Intel's capex budget, cash, market share, and capacity. It's eating a hole in you. You and DesignerDoug.

[Elmer Phud]

Andy Grave, AKA TWY

The large over capacity that Intel has put in place is the direct result of past yield busts

Please explain how you've come to the conclusion that Intel has overcapacity and show us how you conclude Intel has had yield problems in the past or current.

This is going to be fun...

[Saturn V]

Both you and Semicon Eng are guilty of speculative wishful thinking !

SemiconEng is speculating when he talks about---- IBM 90nm Process's Yields/Binsplits.... a crappy process

And your wishful universe--- the direct result of Intel's past yield busts which allowed AMD to gain market share

I wish both of you would stick to facts.

Ref Sort of an insurance policy. A very expensive one which costs Intel billions

Thats OK with me if its ensures high profitability. The Intel strategy seems to work better than the AMD strategy, since Intel had much better financials than AMD for the last 15+ years. I mean financial metrics like ROI and Profitability