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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Elmer who wrote (98013)	2/2/2000 12:42:00 AM
From: Process Boy	Respond to of 186894

Elmer - <AMD has an unused fab in Dresden. I wonder how much they want for it?> LOL Elmer. Wouldn't that be a pip? PB

To: Elmer who wrote (98013)	2/2/2000 1:18:00 AM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Elmer & Intel Investors - Intel alone will be building/expanding three wafer sites concurrently - Fab 17 (Hudson, Mass), Fab 12 (Ocotillo) and Fab ?? - Colorado Springs. Fab 18 will, I assume, will be receiving new equipment to fill it up to capacity. D1C in Oregon is also probably going to get some additional equipment as the 0.13 micron process round sinto production shape. The significance of this is a LARGE INCREASE in business for the Semiconductor Equipment Companies - AMAT, SVGL, LRCX, TEL, PRIA, CYMI, etc., etc. These stocks have run way up in the past few months - but there may be a long way to go - still ! Paul