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

To: Amy J who wrote (114457)	10/19/2000 12:12:31 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Amy - re: 'This is another reason why I like Intel - Intel has enough fab capacity - which means they won't lose market share in a fast growing market due to constrained capacity.' Intel's Andy Bryant mentioned in the Conference Call that Intel's Ca$h and Equivalent$ had now grown to about $14 Billion. The Balance sheet confirms that. Intel's quarterly AFTER TAX profits are running at $2.9+/- Billion and a new fab runs maybe $2 - $2.5 Billion ! Essentially, Intel can FUND the building of 1 FULL Wafer Fab - State of the ART EVERYTHING - every quarter - just from their quarterly profits - and have enough in reserve to build an ADDITIONAL 6 or 7 wafer fabs. As you have implied, AMD will soon hear a freight train heading in its direction. paul