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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST
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To: puborectalis who wrote (72741)2/2/1999 10:26:00 PM
From: Paul Engel  Read Replies (1) of 186894
 
Stephen - Re: " a ten-year, $10 billion program to fund IC
production on the larger wafer diameters,"

This is great news.

Assuming Intel is successful in this venture, their die costs - already very low - will drop as they can get approximately 2.25x more die with the 300 MM wafers.

Intel will simply outspend their competition as well as outmanufacture them.

I would expect Intel's competitors to seek further consolidation.

Paul
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