Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: wanna_bmw who wrote (52075)	8/22/2001 6:36:10 PM
From: Milan Shah	Respond to of 275872

Intel is also spending $7.5 billion in capex this year... I stand corrected! Intel's assets went up by $2B last quarter, per the data I referenced. So, it looks like Intel was actually $1B cash-flow positive! When I looked at the data, I was snickering to myself that they must have increased the value of "goodwill" of some assets, but this is not the case. Milan

To: wanna_bmw who wrote (52075)	8/22/2001 9:44:36 PM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re: Intel is also spending $7.5 billion in capex this year to be put towards manufacturing and expansion that will make them all that more competitive next year Competitive with whom? Texas Instruments? Certainly not AMD. AMD has been in volume production of copper wafers, with copper polishing equipment and POD wafer handling for over a year. AMD made those investments a long time ago. AMD's current investment is taking them to SOI, which Intel hasn't even started yet. Better subtract another $10 Billion from Intel's assets to factor in what they'll have to spend to match AMD's nearly completed copper/SOI production capability.