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

To: Dan3 who wrote (137012)	6/8/2001 9:14:19 AM
From: GVTucker	Read Replies (1) \| Respond to of 186894

Here's a quick summary of the comments from the thread's current favorite son, Ashok Kumar: As about 20% of the US IT investments over the last five years was in excess of demand, it is highly unlikely that we will see a sharp recovery off the bottom. Also, the extent of fiscal and monetary stimulus that is required to absorb the infrastructure overhang to embark up0on endogenous growth remains uncertain. With macroeconomic headwind, it is likely that PC industry growth rates will be sub-10%, well below recent trendline. However, sentiment surround the PC sector is so extreme that due to seasonal effects we should have a trading rally into the 2H. If you want to speculate, follow optimists first and switch to pessimists as reality emerges.

To: Dan3 who wrote (137012)	6/8/2001 10:32:58 AM
From: Tushar Patel	Read Replies (1) \| Respond to of 186894

Perhaps I misunderstood him but in the analyst meeting Andy Bryant indicated that while costs have been increasing recently, they are projected to go down after the move to 300 mm. I think roughly speaking, depreciation is only a third of the cost, materials a third and labor/oh the rest. Moving to 300mm will help not just by having more die per wafer but also with labor, energy and water. Here is the complete slide presentation (if you are on a dial-up, be aware this file is 800K). Check pages 16-21. event.mediaondemand.com