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Technology Stocks : Dell Technologies Inc.
DELL 126.01+1.3%Feb 10 3:59 PM EST
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To: TTOSBT who wrote (158205)6/28/2000 10:08:00 AM
From: rudedog  Read Replies (1) of 176388
 
ttosbt - re: "last month Intel pumped 2B to expand one of their fabs which should start producing soon."
Unfortunately, it takes between 12 and 18 months to get much capability out of a fab expansion. The new equipment must be installed, the installation stabilized, sample product run, then the line has to be "tuned" to get the yield and speed curve to match targets. Intel's "duplicate exactly" culture gives them an advantage, but even the most optimistic predictions would not add any product from these expansions this year.
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