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Technology Stocks : Intel Corporation (INTC)
INTC 36.26+0.5%3:59 PM EST

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To: greatplains_guy who wrote (185420)12/3/2007 10:16:24 AM
From: robert b furman  Read Replies (2) of 186894
 
Hi Greatplains guy,

Well if you have a large technological lead and the Taiwan fabs are bauking at capex.

It seems to me you could take manufacturing share,while controlling the margin of any competitors,in so far as you tell the fabless chip maker how much you can make it for.

While others attempt to catch up to your (45nm) node level - you expand the range of products you make and somewhat control your competitors margins.

Not a bad spot to be in.

Bob
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