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

To: Dan3 who wrote (154293)	1/8/2002 2:35:11 PM
From: Paul Engel	Respond to of 186894

Ban Ban Blow Hard Dan - Re: "So far, Intel is 3 days ahead of AMD in getting to .13 with a high end chip. " Ah...counting the days, are ya? Think Hamster will tape out this month?

To: Dan3 who wrote (154293)	1/8/2002 2:48:34 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

"Although better than expected demand for P4s has caused a short-term supply shortfall, it is our impression the company believes it has sufficient capacity coming on-line in 2002 to meet current projections, especially with two 300mm fabs, D1C (Oregon) and F11X (Arizona) coming up in 1H and 2H, respectively. In addition, we have heard the company has restarted Fab 24, in Ireland, for 2003. As a result, we would expect overall capital spending to drop from about $7.5 billion in 2001 to about $5.5-6.0 billion in 2002, with equipment spending to be slightly down. " Copyright Salomon Smith Barney