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

To: Dave who wrote (147374)	11/11/2001 8:48:35 AM
From: Bill Jackson	Read Replies (1) \| Respond to of 186894

Dave, I think they are getting outsourceing ready now for the future potential when their 2 production fabs may not be enough to meet demand. The research fab lacks capacity to impact their volume, so I do not count it. Many companies have outsource agreements. Now is the time to enter into such arrangements as when the economy is hot you cannot get fab space in OPF. The fee paid to UMC will be less than the enormous cost of making a new 300mm fab and UMC benefits too since they hace a few acres of unused fab space now. Bill