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Technology Stocks : Intel Corporation (INTC)
INTC 36.20+0.1%Dec 26 9:30 AM EST
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To: AK2004 who wrote (146460)10/31/2001 3:02:15 PM
From: fingolfen  Read Replies (2) of 186894
 
* The one area we thought not as positive as it could have been was management's forecast of a 25% cost savings on processors over the next two years as it converts six fabs over to 0.13um processes by the end of 2002, and brings on two 300mm fabs next year. It suggested Q4 was the peak in manufacturing cost. By and large, we would expect at least a 40%-50% savings from a shrink, while the theoretical savings from the conversion from 200mm to 300mm is supposed to be 80%.

I don't know what mathematical analysis scheme they were using, but it is clearly flawed. Again, Intel never promised more than 30% cost reduction from 300mm.
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