KZ, <the reason just isn't evident yet>...I agree, to a degree.
In all the old detective stories the question of "who benefits" is always asked. Well, why would Intel sink hundreds of millions (maybe a billion direct and indirect) investment into a technology with no immediate benefits? They are not that stupid. So, if the benefit can't be seen now, I just have to believe it will be seen, big time, in the future. Ramping now, building up the fab plants, the testing equipment now, could be a brilliant investment if the need in the future is real and sustained.
Now, I am a dumb guy, but Intel...those guys seem to know a little about strategic direction. Of course, it could just be that Intel fears it will go broke if people don't continue to buy new and powerful chips with bigger profit margins. But, really, they could keep that billion dollars working in other ways if there was no real need for that power...
Makes me wonder. |
