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Technology Stocks : Intel Corporation (INTC)
INTC 49.85+2.2%11:18 AM EST
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To: brushwud who wrote (155629)1/16/2002 1:21:26 AM
From: Tony Viola  Read Replies (1) of 186894
 
Brushwud,

Intel's pulling in 300 mm development, probably because of large die sized chips, is what caused the anomaly of what was seemingly too much capex in 2001, and not enough in 2002. Andy Bryant said as much when he said 2002 would have been 6.5 billion, if 300 mm had been done in 2002. That would have left 6.3 billion in 2001, and everyone would have been happy. Look at it this way though, a lot of the spending and the work is out of the way, and Intel needs to just crank'em out and roll in the dough now. That is of course a simplification, but they did get something done early that the competition didn't.

Tony
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