Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 48.21

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2:37 PM EST

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To: Maverick who wrote (115750)	11/2/2000 10:40:09 PM
From: Paul Engel	of 186894

Maversick - Re: 'we cannot imagine how Intel will steer clear of pressure on its gross profit margin. The planned ramp of 0.13 micron manufacturing in late 2001 and 2002 is steep, with 8 fabs coming up on the process – we think that the result has to be capital spending of at least $6.5 billion in 2001' The bean counter OSHA forgot a detail - Device sizes get SMALLER on 0.13 micron process - and the die cost goes down. Also, a large percentage of those 8 fabs (about 5 of them) are already being depreciated - and the incremental depreciation cost to upgrade them will be modest. Shows you that even an idiot can be a Merrill Flynch analyst. Ever wonder why Osha Joe is not a Technology Development engineer at AMD or Intel? Paul

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