Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 39.38

+6.7%

Jan 2 9:30 AM EST

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To: Paul Engel who wrote (137268)	6/13/2001 8:59:40 AM
From: Dan3	Read Replies (2) of 186894

Re: that's only 4 years. Pervert Paul, 2 good years is doing fine, and about how long Austin had for high profit production. That's doing fine in an industry with 2 year process cycles. AMD started covering costs at Austin 7 years ago. 3 or 4 years is terrific (but I don't think Austin got 4 years of peak profits). Opening new FABs that produce products with little or no competitive advantage to support margins, or opening FABs early in the down part of a semi cycle, is when you run into problems. Intel looks like they've done both, simultaneously. Congratulations! Dan

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