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Technology Stocks : Intel Corporation (INTC)

INTC 36.66

+1.3%

Dec 29 3:59 PM EST

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To: Tony Viola who wrote (156640)	1/23/2002 10:42:57 PM
From: C_Johnson	Read Replies (1) of 186894

Hi, Yeah, haven't been around much. Lots of stuff going on in the business world. Keeps me from doing too much surfing and posting. Despite all the down-sizing there is a lot of activity taking place on the business development front. It looks like some of the stuff that stuck to the wall during the boom-times is making a comeback. This time it is being developed with an ROI attached. No doubt, it will be another interesting year. On wafer size, UMC is pushing the 300mm envelope as much as any. I would say they have competitive process technology but in terms of bleeding-edge capability they are certainly not as advanced as an Intel, IBM or TSMC (to name a few). Of course, that does not mean they can't get there. It's pretty amazing how far the foundries have come over the past eight years. They have out-paced the growth of the semiconductor industry (33% CAGR over 8 years). I expect to see an even more-accelerated foundry development cycle from those participating in the next boom spot: China. Here's some of the text from that link: January 23, 2002 TAIPEI (AFX-ASIA) - Advanced Micro Devices Inc is likely to take a 20-30 pct stake in United Microelectronics Corp via the acquisition of UMC ADRs to be offered by State Stabilisation Fund, the United Evening News reported, citing rumours circulating in institutional investor circles. The State Stabilisation Fund is to dispose of its existing holdings in UMC common shares via an ADR issue after the Lunar New Year, the paper added. I didn't realize that link required a password. I think you can register for free to receive a good number of the stories on that site. Sorry about the confusion. Adios for now, Carl

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