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Technology Stocks : Intel Corporation (INTC)

INTC 36.66

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3:59 PM EST

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To: GVTucker who wrote (182870)	12/9/2005 1:38:30 PM
From: etchmeister	Read Replies (1) of 186894

What I'm suggesting is that funding for Intel flash was diverted to Intel/Micron. Did analyst ask where the $200 reduction will occur? - they should have asked that question (that's the first question I would have asked but I'm not an analyst who is tied with one leg to the trading desk). Actually it could mean that Intel on a relative and absolute base will spend more on CPU and chipsets assuming the major portion of flash capex is somewhat "outsourced" to JV. BTW: Where are the Intel gurus

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