Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 41.41

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3:59 PM EST

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To: Joe NYC who wrote (155663)	1/16/2002 10:58:40 AM
From: wanna_bmw	of 186894

Jozef, Re: "All I was saying that the decreased cap. ex. costs may be all due to lower prices on the same amount of equipment that Intel purchased in 2001, as the equipment is entering mainstream." Some people mentioned it already, but I think it's worth repeating, and that is something that Paul Otellini said during the Intel CC. He said that the 300mm wafer plants that Intel invested in last year are the reason why they can get away with lower capital expenditures this year. He said that without 300mm wafers, Intel would be spending $6.5 billion in CapEx to get the capacity that they require. 300mm wafers has given them enough capacity to lower their CapEx targets by $1 billion. To follow up with your estimated cost savings analysis, I would say that by the end of the year, investing in 300mm wafers will have already been worth it. wbmw

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