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

To: Elmer who wrote (155603)	1/15/2002 10:06:58 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Elmer, >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. Exactimunde. Now can you get that message to some of the fool analysts? Tony

To: Elmer who wrote (155603)	1/15/2002 11:43:00 PM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

Elmer, 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. Also, the same piece of 300mm equipment that cost say $1,000,000 in 2001, when Intel was the leeding edge on 300mm may cost $750,000 in 2002, $500,000 in 2003. So Intel may be getting as much stuff in 2002 as in 2001, but in 2002 Intel no longer has to pay the top dollar for it. Joe