Technology Stocks & Market Talk With Don Wolanchuk Message Board

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Strategies & Market Trends : Technology Stocks & Market Talk With Don Wolanchuk

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To: t2 who wrote (25860)	4/17/2007 9:28:39 AM
From: robert b furman	Read Replies (1) of 207672

Hi humbleone, I reserve the right to see Intc come out much more confident. They are at a crossroads of a new level of manufacturing expertise.They are estimated to be 1 - 11/2 years ahead of the competition. They have been building their first 45nm line and it is in production . If they say it is going well and the high end server chips are getting market share - they'll then commit Capex to duplicate two more fabs to 45nm. They've been locked in a lowend price battle with AMD on old tech and seem to have taken that out of AMD's hide. Now to ramp MPU's with Wi Max for free and include graphics chips and memory that have higher clockspeeds than anything AMD can redesign (having purchased AYTY and integrating that product into future designs). The full bloom of this approach is certainly not in the cards,but a rampup for the goal that is in sight will be seen in a Capex number that for once in a very long time give semi equipment makers a focus that goes to logic vs the very long ramp that memory of growing types has been on for years - albeit at a struggle with commoditized chips and declininig prices. Intel is the key player that can show a leap in product capabilities and catch a new gear in terms of volume margins and NEW CAPABILITIES. This whole sector needs to prove its products can be innovative and give us new "must have"capabilities. It is my last hope to this sector rising above the government sponsored battle for commodity like priced chips from Asia,and provide a focus on innovation within the logic portion of the chip sector. Talk about their other 2 planned 45nm fabs will be key ,as will a bringing in on Capex plans or a an expansion of the plans. This will be a subtle part of the earnings report,but very big in providing the future roadmap. IMHO Bob

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