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

To: Shawn Donahue who wrote (182705)	11/18/2005 7:29:20 PM
From: smooth2o	Read Replies (2) \| Respond to of 186894

The new plant, known as fab 28, in Israel is expected to require a $4.4 billion investment, "of which we believe about 62% would be for equipment, representing 38% more than our estimate for Intel's 45 nm fab in Arizona," Chin wrote in a research report. ****** That's an interesting fact. 4.4B$. Let's see, AMD is building one 65nm plant only to keep up with Intel's manufacturing prowess to be on line in 2007. They'd be uncompetitive without it, and they're not sure they can pay for it, b.c they're not sure they can sell the volume it will generate. Given the growth of the uP semi industry to 2X in 2009 what it is now (AMD's estimate), AMD will certainly need to start another plant at 45nm in 2008 for operation in 2010. That's only two years away. And, that plant can't be co-located with the other plant so there are no synergies. AMD will have to beg, borrow and steal (read build in Germany with subsidies, borrow B$'s, win the lawsuit) in order to do this. Or, they will have to be exceptionally successful in winning market share from Intel in 2006 (read 50%). I find this to be unlikely. Move up 50,000'. There aren't many companies around that can build the kind of manufacturing capability needed to manufacture semis at these levels. That's why Samsung is pouring 10B$ into infrastructure. There will only be a few large manufacturers and others will have to pay the price for fab outsourcing. It's a lot like the GM of the 40's, no? Smooth

To: Shawn Donahue who wrote (182705)	11/22/2005 12:24:41 PM
From: Shawn Donahue	Read Replies (1) \| Respond to of 186894

Intel, Micron launch flash memory company [updated from yesterday's announcement] Tuesday November 22, 10:35 am ET Intel Corp. and Micron Technology Inc. are forming a company to manufacture flash memory chips, the two founders said late Monday. Santa Clara, Calif.-based Intel (NASDAQ: INTC - News) and Boise, Idaho-based Micron (NYSE: MU - News) said they will contribute $1.2 billion each to form IM Flash Technologies LLC. Micron will own a 51 percent stake in the company, and Intel will own 49 percent. In 2003, Sunnyvale, Calif.-based Advanced Micro Devices Inc. (NYSE: AMD - News) and Japan's Fujitsu Ltd. formed a joint venture, Spansion LLC, to make flash memory. Sunnyvale, Calif.-based Spansion, which is preparing to go public as Spansion Inc., operates a manufacturing plant in Austin that employs about 1,000 people. Flash memory is used in devices such as mobile phones, PDAs and MP3 players to store data. Intel and Micron said they have signed separate long-term agreements to supply Cupertino, Calif.-based Apple Computer Inc. (NASDAQ: AAPL - News) with a significant portion of each of their share of IM Flash Technologies' NAND flash memory chips. Under the deals, Apple will prepay $250 million each to Intel and Micron. Spansion makes NOR flash memory, which has been losing market share to NAND flash memory. IM Flash Technologies will be headed by Intel's Dave Baglee and Micron's Rod Morgan. The new company is expected to start making chips at plants in Idaho, Utah and Virginia in early 2006. Published November 22, 2005 by the Austin Business Journal biz.yahoo.com