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Technology Stocks : Intel Corporation (INTC)

INTC 36.20

+0.1%

Dec 26 3:59 PM EST

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To: Dan3 who wrote (154598)	1/10/2002 1:16:50 AM
From: wanna_bmw	Read Replies (1) of 186894

Dan, Re: "Intel spends 9 to 10 times what AMD does on maintaining its FAB capacity while producing about 3 times as many CPUs." Incorrect. Intel spent many times more money than AMD in 2001 to build fab capacity for the future, and to overcome them in process technology. You are trying to prove that current spending somehow affects fab capacity in real time; or in other words, Intel's previous year's CapEx expenses ought to have given them instant capacity to make their chips. Since it doesn't work that way, your argument is erroneous. wbmw

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