Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.83

-4.3%

Dec 12 3:59 PM EST

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To: Elmer who wrote (155618)	1/15/2002 11:37:03 PM
From: brushwud	Read Replies (4) of 186894

Andy Bryant just explained the whole thing at about 13 minutes into the call. He explained how much higher capex would be in 2002 if not for 300mm. Why the analysts and the HemDroids can't get this through their heads is beyond me. Because it contradicts Rock's Law: "the cost of capital equipment to build semiconductors will double every four years"? intel.com Long-term holders of Intel haven't observed that cap ex has decreased as wafer size has increased from 2" to 8", and the transition from 8" to 12" certainly doesn't herald a new millennium. And whenever was the cost of a fab mostly for bricks & mortar, rather than equipment? If you listen to Intel's CCs, they'll tell you it's great when they increase cap ex & then six months later let you know how great it is to reduce cap ex. Meanwhile everyone knows it's a leading indicator of future growth. But FUD is your name, and your game.

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