SI
SI
discoversearch

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 : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?


To: Joe NYC who wrote (116887)3/10/2004 8:35:47 PM
From: TGPTNDRRespond to of 275872
 
Joe, Re: <For GAP reporting, isn't it up to Intel when to start depreciation charges on all of that CapEx for 90nm, 300mm?>

Hmmmm. Maybe for the later lines coming up, but for Q4 they declared the 90NM stuff 'Production', IIRC, and took a lot of (What may have turned out to be) scrap and declared it inventory.

*IF* this *stuff* is true I, maybe, was a bit hasty covering my shorts...

-tgp



To: Joe NYC who wrote (116887)3/10/2004 8:38:33 PM
From: kapkan4uRead Replies (2) | Respond to of 275872
 
<For GAP reporting, isn't it up to Intel when to start depreciation charges on all of that CapEx for 90nm, 300mm?>

Not sure how this would show up in GAP, but it can't be good when $10B worth of capital equipment is converting sand into sand. A couple of $3 shovels would be just as good at that.