Intel Corporation (INTC) 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 : Intel Corporation (INTC)

INTC 36.20

+0.1%

Dec 26 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dan3 who wrote (139201)	7/15/2001 10:33:27 AM
From: semiconeng	Read Replies (2) of 186894

Because I think their timing has been wrong - and since they recently cancelled two FABs, it looks like they've just come around to the conclusion I arrived at a year earlier. So, actually, intel delayed the construction of those Fabs, they didn't actually cancel them. The land is still there, and the permits are still approved. It takes 18-24 months to build a Wafer Fab. It's really difficult to predict what you're going to need 1.5 - 2 years in the future. The only "new" Fab that intel has in progress, will most likely start pumping out volume production around the Q1/2002 timeframe. Since most experts are now saying that the semiconductor industry turnaround looks to be happening in Q4/01, I think intel's timing is perfect. AMD on the other hand, during that timeframe, will be trying to switch over one of their 2 Fabs to a new 0.13 SOI process technology, right at the time that they need to be pumping out all the product they can. If anybody's timing seems to be wrong, it appears that it is AMD's. Semi

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next