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

To: Tony Viola who wrote (155615)	1/15/2002 10:28:33 PM
From: Elmer	Read Replies (3) \| 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? I'm listening to the CC right now and Andy Bryant just explained the whole thing at about 13 minutes into the call. He explained how much higher capex would be in 2002 if not for 300mm. Why the analysts and the HemDroids can't get this through their heads is beyond me. "It's about 300mm stupid" TM Ephud '02 EP