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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (3349)	5/31/2002 7:03:20 AM
From: Crossy	Respond to of 95561

Robert, I think you are right but short term trading is not everybody's concept, especially not mine. I held my positions thru the current slump and yes I took some losses. But ultimately I like this style way more than nervously swapping your positions back and forth.. 50% price cut with same gross margins at Intel is possible if they did a die shrink and were able to improve yield to the ratios of the older process they had long time to master.. For INTC it's no big thing, for AMD it's way more difficult to do the same. Funny, I love the value series the Duron from AMD and especially the Tulatin Offerings from Intel, not their Pentium 4 but I could live with the latter too. The Athlon series to me resembles a "heating engine". Not for my systems... rgrds CROSSY

To: robert b furman who wrote (3349)	6/4/2002 10:57:27 PM
From: Return to Sender	Respond to of 95561

Intel sees no decision on expansion before year-end By Tova Cohen biz.yahoo.com TEL AVIV, June 4 (Reuters) - Intel Corp (NasdaqNM:INTC - News), the world's largest semiconductor maker, will not make any decisions on global expansion before the end of the year, the company's president and chief operating officer said on Tuesday. Intel's Paul Otellini, who was in Israel for a one-day visit that included a meeting with Prime Minister Ariel Sharon, said the prime minister would like to see Intel expand its investment in Israel. But Intel has not made any decision on the matter. "We've restarted construction on a plant in Ireland. Any expansion beyond that will only be determined later this year or next year," Otellini told reporters. Last year, Intel said it was considering building a new $3.5 billion chip plant next to its current facility in the southern Israeli town of Kiryat Gat. But a decision was put off in the wake of the slowdown in the global computer industry. Intel has invested $2.8 billion in Israel since 1974. Intel Israel, which exported $1.76 billion last year, makes Pentium 4 and other chips at its Kiryat Gat plant. It has another plant in Jerusalem as well as a cellular communications development centre outside of Tel Aviv and a development centre in Haifa. Otellini said that in considering setting up a new plant, Intel looks at the talent available, infrastructure, the financial situation and the market for its products. "The political situation I would put under the financial situation, it's a risk factor," he said, but added: "We've been in Israel about three decades, this is not a short-term investment." Israel has suffered a drop in foreign investment due to a 20-month-old Palestinian uprising as well as the global technology slowdown. Otellini said Intel was weathering the global downturn better than most other companies. "I've been through three recessions and this is by far the worst," he said. "We do believe the market will turn. We continue to invest, we continue to bring out new products. When the economy turns people will want new products." While Intel's computer-related and communications groups have bottomed out, Otellini said its network infrastructure business had not yet shown signs of rebounding. He also noted that Intel continues to expect the second half of the year would be stronger than the first half. Intel's venture capital unit Intel Capital will continue with a strategy of investing in early stage companies but the rate of investment has slowed, Otellini said. Intel Capital has invested tens of millions of dollars in Israeli start-ups.