WDC/Sandisk Corporation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC/Sandisk Corporation

WDC 140.22

-8.9%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Zeev Hed who wrote (19548)	3/12/2001 7:37:20 AM
From: Road Walker	Read Replies (1) of 60323

Zeev, OT- Intel capex Intel capex can be viewed as cost savings investments. The move to 300 MM wafers alone should produce saving of about 30% on the cost side. The move to .13 will allow more die per wafer, cheaper and faster microprocessors. The current P4 is big and expensive to produce, they have no choice but to make these investments. In 1999 and early 2000, when there was a shortage of Intel parts, Intel was roundly criticized for not spending on capex during the 1998 slowdown. Assuming this is a cyclical slowdown and not a permanent change in demand, Intel will benefit from investments made (painfully) in 2001. John

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next