Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 142.62

+2.2%

3:59 PM EST

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To: Zeev Hed who wrote (8905)	10/22/2000 11:30:56 PM
From: Ian@SI	Read Replies (1) of 10921

Zeev, Usually your bearishness is based upon your interpretation of some observable and verifiable fact(s). In the case of the INTC fab, it strikes me as the most outlandish and improbable speculation. Fabs are expensive. Companies traditionally try to cut out any costs they can. Whichever country is the most willing to forgive the largest amount of taxes for the longest time tends to have a leg up. Without looking into the INTC - Israel fab, I'd speculate that any delay is probably negotiation over taxes rather than anything nefarious. With INTC's $6B Capex, I'd also suspect that they can redirect equipment to whereever conditions are more ideal. So if Texas workers want to play hardball, they're likely to discover that INTC holds all the balls, and makes all the rules. There are numerous explanations for a delay in a single fab which don't require one to suspect that INTC has deliberately lied to the analyst and investment community about its inventory status. Your explanation is based upon your unsupported conjecture; requires fraudulent behaviour; and it's just not plausible in this instance. IMHO. Ian

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