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Technology Stocks : Intel Corporation (INTC)

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To: Maverick who wrote (115750)	11/2/2000 11:42:46 PM
From: Paul Engel	Read Replies (1) of 186894

Maversick - Re: "The planned ramp of 0.13 micron manufacturing in late 2001 and 2002 is steep, with 8 fabs coming up on the process – we think that the result has to be capital spending of at least $6.5 billion in 2001. The depreciation and cost data that Intel showed yesterday were interesting, but were not sufficient to change our thinking." Intel will have EIGHT (8) 0.13 micron fabs ? Gee...how many 0.13 micron fabs will AMD have to go up against Intel? That makes YOU and OSHA look kinda dumb - ignoring the supreme manufacturing competitive advantage Intel will have over its competition. Paul

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