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Technology Stocks : Intel Corporation (INTC)
INTC 48.32-0.8%Jan 15 3:59 PM EST
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To: Dan3 who wrote (153941)1/6/2002 7:17:38 AM
From: Dave  Read Replies (1) of 186894
 
Dan,

I think they may have built more than they need for next year, certainly they've built enough.

Intel's strategy has always been "Build it and they will come".

But FABs for CPU production generally need to be almost completely rebuilt every 2 years.

This is more semantics, but I believe your term "rebuilt" is the wrong choice of words. How about "upgraded"?

If Intel never upgraded their FABs, they would be utilizing a .5u process, or even higher. These upgrades allow uPs to become faster and allow Intel higher manufacturing efficiency and allowing the engineers to place more transistors on a chip.
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