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

To: Road Walker who wrote (128120)	2/22/2001 11:06:03 PM
From: Ali Chen	Read Replies (2) \| Respond to of 186894

"We were talking about the "low cost producer" of microprocessors .. regardless of the other parts of the business" Excuse me. Intel has decided to invest in "other parts of the business" as the necessary "enabling" technologies, assuming that the sale of microprocessors would not grow fast enough to sustain and increase the company value. Therefore the cost of sustaining these technologies is an essential part of producing microprocessors. Now you are trying to discount these key "enabling" technologies as irrelevant. Following your logic, it would be appropriate not to count the cost or R&D, investments into new FABs, cost of sales, etc, and count only the raw wafer processing cost, right? In this case I am afraid there will be not much of a difference between Intel and AMD. BTW, do you mean the cost advantages of producing the 200++mm2 P4, or what?