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

To: Dan3 who wrote (109480)	9/8/2000 12:20:01 AM
From: kash johal	Read Replies (2) \| Respond to of 186894

Dan, re:"The offering would let them do both. Now. Add in the FASL construction and expansion and AMD would be just about matching Intel's capital investment program. By 2003 the companies would be nearly the same size." I dont think so. Intel is spending roughly 4-5Bn/yr on capital ex. AMD is well under 1Bn/yr. FASL takes no new cash from AMD. A new 12" fab will cost amd around $2bn and expenditures will be spread over 2 years and there will be the lucrative tax credits. PS if AMD really started to match Intels cap ex. Jerry will be institutionilized and AMD stockholder will be much poorer. regards, Kash