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

To: Tony Viola who wrote (155598)1/15/2002 8:39:16 PM
From: Elmer  Read Replies (3) | Respond to of 186894
 
Well, even though the CC was a bit gloomy re the economic outlook, and the fools are mistaking capex lowering by Intel as a weakness for Intel

With 12" wafers producing ~2.4X as many die per wafer, the need for new fabs is reduced significantly, thus a lowered need for capex. The fact that Intel is now in production on 300mm wafers is a major accomplishment that can't be overstated.

EP



To: Tony Viola who wrote (155598)1/16/2002 7:59:13 AM
From: GVTucker  Read Replies (2) | Respond to of 186894
 
Tony, RE: Well, even though the CC was a bit gloomy re the economic outlook, and the fools are mistaking capex lowering by Intel as a weakness for Intel

I haven't seen a single analyst react negatively about the capex. In fact, the lower capex was a primary reason that Charlie Galvin upgraded the stock.


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