Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.20

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Dec 26 9:30 AM EST

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To: Paul Engel who wrote (148385)	11/15/2001 10:16:31 PM
From: Elmer	Read Replies (1) of 186894

Art Rock - former Board member and original Intel VC - has observed that the cost of producing a "modern" wafer fab increases by 2X every 3 or 4 years (Rock's law). Won't be too many companies that will be able to afford them in a few years ! Maybe it'll get down to only 1 company that can afford it? We can already see another company that realizes it can't keep up the pace and is planning to outsource at least some production to a foundry. With the inevitable performance drop and price increase it can't stay competitive for long. EP

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