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Technology Stocks : Intel Corporation (INTC)

INTC 37.28

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3:59 PM EST

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To: greatplains_guy who wrote (185424)	12/8/2007 1:32:24 AM
From: gugie	Read Replies (1) of 186894

Re: "It also invites people into their process that are much more likely to include corporate spies. That could shorten their lead." If Intel gets >1 process node lead (ready to ship at 32nm while others are just converting to 45, for example), they could conceivable use their n-1 fabs for foundry/partner work without giving away the corporate jewels. This could be a potential cash cow, tools and fab nearing full depreciation, process maturity...it would be like shooting fish in a barrel. I'm watching Taiwan and Singapore holding back on capital expediture to stabilize supply. This leaves an opening for a cash-rich, manufacturing giant an opening. Once again, billions were spent on things like Viiv, bio-compu-whatever, etc. The desire to break out of just CPU's is there. It appears that Intel is slowly becoming Apple's go-to for silicon. This model says let someone else comes up with the killer end-market idea, Intel provides the silicon. If there's volume in a product, and it's not a commodity (forget about memory), there's a good match for their core competency.

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