Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: kapkan4u who wrote (169210)	8/10/2002 8:25:33 AM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Kan, re: Told you so. 1999-2002 capex depreciation is starting to hurt. The IT spending recovery is nowhere near and the consumer is folding fast. We'll see. The unique thing about this industry is that you have to place your economic bets 2-3 years ahead, and nobody can predict that far ahead. It's a crap shoot. How long is the business replacement cycle delayed? Six months, a year, longer? All those pre and post Y2K PC's are getting old, it's not a matter of if they will need to be replaced, it's a matter of when. It might even be better for Intel if the cycle is delayed. Intel would survive, AMD might not. And if we come out the other side without AMD, Intel would certainly be a much more profitable company. John

To: kapkan4u who wrote (169210)	8/10/2002 9:14:05 AM
From: John F. Dowd	Respond to of 186894

kap: So far that spread is looking OK. JFD

To: kapkan4u who wrote (169210)	8/10/2002 9:46:04 AM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

re:Told you so. 1999-2002 capex depreciation is starting to hurt. Yeah, but its the same cap. ex. that will keep Intel's main competitor in the red for quarters to come. Intel's strategy is the right one. AMD stock should be printing less than $5 over the next couple of months as Intel continues to take share away. Also, AMD is hardly an attractive takeover target because of previous agreements Intel has in place over the manufacture of the x86 design. Any problems with Hammer & its literally "lights out". Joey

To: kapkan4u who wrote (169210)	8/10/2002 1:44:44 PM
From: semiconeng	Respond to of 186894

A very big ouch is coming for INTC. Will INTC loose money in Q1, 2003? ---I don't think so. Intel's Capital Investment in 200mm 0.13u is most likely well on it's way to being completed. I would guess that a majority of the first generation 0.13u Process tools have already been installed. With reported 300mm High Volume just getting started in New Mexico, it makes sense to cut back on equipment expenditures going into H202, and H103. Intel's major focus going forward should be to drive cost reduction projects on the 0.13u 200mm lines, and accelerate the installation of the 300mm equipment at the first HVM Fab. If they can do both of those things, and they seem to be on schedule, so far, then intel will be well positioned next year. IMO, everything recently seems to be proceeding, well in intel's favor, and I have little doubt that it will continue, at least in the near future........ Gotta Get To Hammer...... Or Else Semi