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Technology Stocks : Intel Corporation (INTC)
INTC 36.15-0.6%Dec 24 12:59 PM EST

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To: The Duke of URLĀ© who wrote (177053)2/16/2004 8:02:57 PM
From: Robert Salasidis  Read Replies (1) of 186894
 
I think if Intel is getting at least 300-500$ out of that 1800$set, that could mean 5-15$B extra revenue over the next few years. Presumably it would be manufactured on their 130 nm fabs - so the cost of production would have already have been paid for by previous processor shipments.

I am not convinced the market has taken this into account at this point.
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