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Technology Stocks : Intel Corporation (INTC)
INTC 41.14-3.4%Jan 8 3:59 PM EST

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To: Paul Engel who wrote (139578)7/18/2001 2:40:44 PM
From: andy kelly  Read Replies (2) of 186894
 
Hi Paul

In the Q2 press release, Intel says they will have 4 Fabs at 0.13 in 2001. This would be 20,22,D2, and what? I'm guessing Fab 17, the Hudson, Mass one. If this is so, does it mean that XScale will come out at 0.13? Will that Fab start producing a general mix of products instead of mostly strongarm ones?

Press release also says 2 Fabs in 2002 will come on line, both at 300mm. Sounds like Fab 12 has been slipped into 2003. Agree? Would they bother to convert a 200mm fab in 2003 to 0.13 or 0.10 without also going to 300mm?

Thanks,

Andy
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