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Technology Stocks : Intel Corporation (INTC)
INTC 35.94-5.1%3:59 PM EST

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To: John F. Dowd who wrote (89168)9/30/1999 8:28:00 PM
From: Paul Engel  Read Replies (2) of 186894
 
John - Re: "It amazes me how stupid the "big boys" "

I'll say.

With the recent panic caused by the Taiwan Earthquake and today's "potential" problems for Japans semiconductor manufacturers due to the nuclear release, I have yet to see ONE ANALYST praise Intel for making a strategic decision in 1974 - 25 years ago - to disperse its wafer fab manufacturing operations ACROSS the United States and more recently internationally.

With Fabs in Portland. Oregon, Phoenix, Albuquerque, Santa Clara, Ireland, Israel (and later, Texas) the geographical dispersion supplies some insulation to localized problems.

But the very few analysts understand this.

Paul
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