Jules,
Thanks for your friendly reply. <<As an X supervisor of semi FABs, perhaps you could tell us what this purchase of the Hudson Mass. Fab will mean to Intel.>> I was merely a line supervisor, dime a dozen. At the time(back in the dark ages), fabs where I worked were extremely stratified with respect to job function, and our duty was to maintain production levels, keep the operators in line, and simply follow (arrogant) engineering procedures. Felt like high school with all the endless quibbling and such. Don't think I can add much to what you and Paul already know, perhaps just restate the obvious. I'm sure there are people out there who are dialed into the wafer fab process(engineers, mgrs) who can shed some qualified analysis.
However, there was a small pilot line that ran concurrently with production, and their purpose was to run tests on new processes/wafers before release to production. In those days(~15 yrs ago), certifying a process in an existing fab was much easier than certifying an entire fab. If that still is the case, it would mean that INTC should be able to ramp up Fab 6 a lot quicker than bringing a new fab online(that's just a guess, however, since I'm ignorant on current process, and I'm sure INTC can probably bring a Fab online pretty quickly). In those days, not dropping and breaking the wafer was a big deal.
<<Most of all however, I would like to know why Wall Street has not been exuberant with the INTC/DEC announcement of Monday.this week, as indicated by the link you provided us, we now see that PC capacity will be accelerated. Therefore, why hasn't INTC's price skyrocketed those 15 points now that the two issues have been resolved? Or do you think Wall Street is waiting for this week?>> Jules, others have shared their opinion, but if I could figure this out, I might be a wealthy man<gg>.
Looks like Hong Kong is recovering:
bloomberg.com
bri |
