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Technology Stocks : Intel Corporation (INTC)
INTC 36.15-0.6%Dec 24 12:59 PM EST
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To: Dan3 who wrote (137012)6/8/2001 10:32:58 AM
From: Tushar Patel  Read Replies (1) of 186894
 
Perhaps I misunderstood him but in the analyst meeting Andy Bryant indicated that while costs have been increasing recently, they are projected to go down after the move to 300 mm. I think roughly speaking, depreciation is only a third of the cost, materials a third and labor/oh the rest. Moving to 300mm will help not just by having more die per wafer but also with labor, energy and water.

Here is the complete slide presentation (if you are on a dial-up, be aware this file is 800K). Check pages 16-21.

event.mediaondemand.com
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