Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: Kealoha who wrote (47614)	2/11/1998 8:23:00 AM
From: Barry A. Watzman	Read Replies (2) of 186894

I am concerned that the report from AMAPS will depress INTC today. Is it just me, or does anyone else what is happening as positive for INTC (and other US semi mfgrs) ? I see the asian fabs stagnating with their current technology, while Intel and other US (and possibly European) fabs move on to 0.25 micron, 0.18 micron and 300 mm wafers. I see this giving the non-asian semis, and in particular Intel, a strategic long-term advantage for much of the next decade. Anyone else see it this way ?

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