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Technology Stocks : Intel Corporation (INTC)

INTC 43.62

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11:41 AM EST

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To: andy kelly who wrote (139584)	7/18/2001 10:52:23 PM
From: Paul Engel	of 186894

Andy - re: "Intel says they will have 4 Fabs at 0.13 in 2001. This would be 20,22,D2, and what? I'm guessing Fab 17" I would guess D1C is the fourth one. Re: "Press release also says 2 Fabs in 2002 will come on line, both at 300mm. Sounds like Fab 12 has been slipped into 2003. Agree? " Yes - even bringing two 300 MM wafer fabs on line next year is a bet - a bet that the demand arrives for chips made in these fabs. If the demand does develop, Intel will be driving the gravy train ! Re: "Would they bother to convert a 200mm fab in 2003 to 0.13 or 0.10 without also going to 300mm?" Sure - if the demand is there. The cost of upgrading to 0.13 from 0.18 is a few hundred million - vs. maybe close to 800 Million - 1 Billion for 300 MM. Paul

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