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

To: herb will who wrote (133782)	5/1/2001 12:00:50 AM
From: pgerassi	Read Replies (1) \| Respond to of 186894

Dear Herb: When does Intel begin depreciation of a FAB. I understand that AMD does it upon production start. If the same policy is done at Intel, then the last plant put into service at Intel due to the "Copy Exact" policy, means that the equipment may be obsolete well before the allotted time. Thus the last 0.18u plant is not going to be as valued as the first plant both at the time of intro and will be obsolescent much sooner far shorter than the 2-4 year timeline given by the government. Since each AMD plant is different, the latter plants are more likely to hold value as their equipment is more current than the old ones. This is probably the hidden downside of the copy exact philosophy. Pete