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Technology Stocks : Intel Corporation (INTC)
INTC 47.14-6.1%Feb 10 3:59 PM EST
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To: Petz who wrote (30637)8/29/1997 11:17:00 PM
From: Paul Engel   of 186894
 
John - Re: "As far as capital equipment goes, there are no "efficiencies of scale" beyond the FAB level. "

You are missing a very important point.

In the fab world, there are many manufacturers of wafer fabrication equipment. These companies all want to sell to the big dog on the porch - the one that will buy 5 of every machine they make - for each of five fabs (more if they require multiple pieces of equipment per fab line).

And when the big dog says he wants a piece of equipment modified, or built, to his specification, these companies DO IT!

So, who has the advantage in seeing new equipment, specialized equipment, and pricing (read - volume discounts)? It's the Big Dog.

Now, all you need to answer is - who's the Big Dog On The porch?

Paul
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