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Technology Stocks : Intel Corporation (INTC)

INTC 39.37

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To: Paul Engel who wrote (137231)	6/12/2001 6:30:56 PM
From: Dan3	Read Replies (4) of 186894

Re: Of course, AMD is unloading 800 MHz DooWrongs - a LARGER DIE - for $33 It's one thing to have $50 ASPs on parts coming from a 7 year old FAB, long since paid for by other production. All you need to cover are your materials and labor and you can chalk up the rest to profits. It's another thing to open a brand new FAB costing $2 to $3 Billion and have it produce parts no better than those coming out of your competitor's much older FAB. Being a competitor in the semi business is a sysiphean task where you keep building new FABs that become obsolete and must be replaced by newer ones. You have to make enough money from a new FAB in its first couple of years (when it's products can be expected to command a premium) to pay for its replacement. If tualatin is very low power, it may be a very good chip for notebooks (and other uses), but the tualatin news so far hasn't been spectacular, and tualatin doesn't look like it's going to buy a lot of new FABs, especially with the market this poor. Intel capex is burning $7.5 Billion per year to hold 80% of the market while AMD is burning $0.6 Billion to increase market share to 25%. Dan

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