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

To: Maverick who wrote (115750)	11/2/2000 10:25:07 PM
From: philipah	Read Replies (1) \| Respond to of 186894

OT OT OT Dubya's DUI deathblow Dem's delight Nader neutralized P

To: Maverick who wrote (115750)	11/2/2000 10:40:09 PM
From: Paul Engel	Respond to of 186894

Maversick - Re: 'we cannot imagine how Intel will steer clear of pressure on its gross profit margin. The planned ramp of 0.13 micron manufacturing in late 2001 and 2002 is steep, with 8 fabs coming up on the process – we think that the result has to be capital spending of at least $6.5 billion in 2001' The bean counter OSHA forgot a detail - Device sizes get SMALLER on 0.13 micron process - and the die cost goes down. Also, a large percentage of those 8 fabs (about 5 of them) are already being depreciated - and the incremental depreciation cost to upgrade them will be modest. Shows you that even an idiot can be a Merrill Flynch analyst. Ever wonder why Osha Joe is not a Technology Development engineer at AMD or Intel? Paul

To: Maverick who wrote (115750)	11/2/2000 11:42:46 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Maversick - Re: "The planned ramp of 0.13 micron manufacturing in late 2001 and 2002 is steep, with 8 fabs coming up on the process – we think that the result has to be capital spending of at least $6.5 billion in 2001. The depreciation and cost data that Intel showed yesterday were interesting, but were not sufficient to change our thinking." Intel will have EIGHT (8) 0.13 micron fabs ? Gee...how many 0.13 micron fabs will AMD have to go up against Intel? That makes YOU and OSHA look kinda dumb - ignoring the supreme manufacturing competitive advantage Intel will have over its competition. Paul