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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Cary Salsberg who wrote (4886)	8/13/2002 2:24:55 PM
From: Kirk ©	Read Replies (1) of 95573

" I don't think INTC will go fabless because they are too large, but I think they may offer foundry services to improve their fab utilization efficiency." Started LONG ago when my neighbor across the street left her desk at HP/Agilent Labs and got a new one at Intel to design the processes for the New Unix 64bit workstation chips (McKinley I think was the code name...) that HPQ now gets first crack at... I hope this will not happen, but I think that INTC and TXN will buy XLNX and ALTR, not necessarily respectively. I'm not sure the IP is worth the premium... Intel could be their fab in a capacity crunch and get much of the profits that way and not have to suffer the same dillution. Kirk

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