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

To: Tony Viola who wrote (149077)	11/21/2001 2:24:34 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Tony - Re: "Sounds like double dipping. I like double dipping." That's what it is - for Intel ! VIA designs a chip set - spends money on its engineers - then spends money on fabbing the wafers - then spends money on testing the wafers - spends money on assembling the chips - testing them again - and then shipping them to customers. And they then cut Intel a check for $2/chip set - in return for Intel to provide a person to carry those $2 checks to the bank !! Good work for Intel. Which then gets to sell another high-priced Pentium 4 to keep that cheap VIA chip set company on some mutha of a motherboard. Paul

To: Tony Viola who wrote (149077)	11/21/2001 2:38:18 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Intel's capital spending will be flat in 2002 over 2001, says analyst If size matters - AMD: Eat your heart out ! ! By Semiconductor Business News Nov 21, 2001 (10:53 AM) URL: siliconstrategies.com SANTA CRUZ, Calif. -- While some analysts believe that Intel Corp. will drastically cut its capital expenditures in 2002 over 2001, one industry expert says the company's total spending will be flat to slightly down next year. Intel's capital spending is projected to drop only 6% next year, from $7.5 billion in 2001, to about $7 billion in 2002, said analyst George Burns, who tracks worldwide fab-capacity for Strategic Marketing Associates Inc. in Santa Cruz. Burns believes that Intel will meet that target, based on the company's stated 300-mm fab projects. "If you look at their projects, it looks like their spending will be flat in 2002," he said. At present, Intel has no less than six 300-mm on the drawing board (see May 14 story ). And, if Intel's capital expenditures should hit $7 billion in 2002, this would represent about 17.9% of the total spending among chip makers next year, according to Strategic Marketing Associates. Capital expenditures among worldwide semiconductor makers are projected to flat-to-down 10% next year, from $43 billion in 2001, to $39 billion in 2002, according to Burns (see Nov. 16 story ). Others believe the Intel's capital spending will be drastically cut in 2002. An Intel executive recently told the Asian Wall Street Journal that the company's capital spending for 2002 would be 10-20% below that of 2001. In a recent newsletter to subscribers, IC Insights Inc. said it believes Intel's capital spending could fall to $4.5 billion in 2002 (see Oct. 26 story ).