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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

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Nov 21 9:30 AM EST

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To: Chris Carlson who wrote (71369)	1/13/1999 3:06:00 PM
From: Paul Engel	Read Replies (1) of 186894

Chris - Re: " What is the story with manufacturing capacity in relation to this tidbit? Does Intel have latent capacity that it can bring on-line? " Intel sold out for Q498 several months ago and in December they sold out for Q199. As far as "latent" capacity, Intel's Fab 18 in Israel - a 0.18 micron fab from the get-go - should roll into production as soon as Intel starts producing quantities of 0.18 micron parts - probably early in Q2 of this year. Conversion from 0.25 micron fbas to 0.18 micron fabs will allow Intel to increase capacity on certain chips that are shrunk from the 0.18 micron process. Other 0.18 micron chips will have on-chip L2 cache and may actually INCREASE in size despite the smaller geometries. All in all, I think this falls into Intel's game plan of keeping costs in line - actually REDUCING costs - while still increasing die production capacity during 1999. As an ace in the hole, Fab 16 - barely started before being mothballed last year - still exists in Fort Wort Texas. Restarting that may not occur until Intel commits to 300 mm wafer production, however. Paul

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