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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: fingolfen who wrote (146513)	10/31/2001 4:45:20 PM
From: Dan3	Read Replies (1) of 186894

Re: the flat point of its cost curve and will be used for other products. I think about aggregate FAB costs per chip - your point about a steady, gradual, reduction in costs for a given process is well taken. But it still looks like AMD has projected a near 50% reduction in costs from the move to .13. That's based upon costs staying the same as last year, and the number of chips produced for that expenditure doubling. And most of that forecast reduction seems to be coming from the move to .13. It may be that it's misleading, because many of the costs of moving to .13 are being incurred now - while .18 parts are being shipped.

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