Speedfam [SFAM] Lovers Unite ! Message Board

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Technology Stocks : Speedfam [SFAM] Lovers Unite !

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To: Mr. Sam who wrote (3250)	12/1/1998 2:51:00 PM
From: blake_paterson	Read Replies (1) of 3736

Mr. Sam: What do you make of the recent Intel PR re: limiting capex to 0.18mm technology buys? eg.: businessweek.com Excerpt: <<Intel is looking for even bigger savings in production costs. It is accelerating by six months, to mid-1999, its move to next-generation chip manufacturing technology: Shrinking the width of circuits on chips from 0.25 microns--about one-four-hundredths of the thickness of a human hair--to just 0.18 microns. That lets Intel make 75% more chips per silicon wafer, dramatically slashing its unit costs. And instead of buying all-new production gear, the company plans to reuse 70% of its current equipment as it shifts to 0.18-micron widths. These and other moves should raise gross profits by more than $1 billion in 1999.>> Does it change your outlook for SFAM? TIA, BP

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