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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%Dec 5 9:30 AM EST
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To: Elmer who wrote (155603)1/15/2002 11:43:00 PM
From: Joe NYC  Read Replies (1) of 186894
 
Elmer,

With 12" wafers producing ~2.4X as many die per wafer, the need for new fabs is reduced significantly, thus a lowered need for capex.

Also, the same piece of 300mm equipment that cost say $1,000,000 in 2001, when Intel was the leeding edge on 300mm may cost $750,000 in 2002, $500,000 in 2003. So Intel may be getting as much stuff in 2002 as in 2001, but in 2002 Intel no longer has to pay the top dollar for it.

Joe
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