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

To: Joe NYC who wrote (155631)	1/16/2002 2:10:53 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Joe, Re: "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." The same might be said for the price that AMD is paying to be "bleeding edge" with SOI in 2002. You have to ask yourself what competitive advantages these technologies offer the companies that are pursuing them, first, before you assume that they are paying too high a price for the privilege of being early to the party. wbmw