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


To: Amy J who wrote (182783)11/28/2005 9:33:53 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 186894
 
Re: My preference is if Intel goes for the lower-cost route.

Mine too all things considered. But what about the power grid and necessities such as water in Mexico? Could INTC be guaranteed 100% uptime availaibility of basic resources? How many fabs (of anyone) are currently in Mexico?



To: Amy J who wrote (182783)11/28/2005 8:48:12 PM
From: Gordon Hodgson  Read Replies (4) | Respond to of 186894
 
Amy, Re: "Intel is putting too many eggs in one basket in one country located in a volatile area"

You've got that right! Building American Fabs in Israel during their freaking civil war is about as dumb as dumb gets. With the millions of Arabs and Palestinians on the outside looking in, and hating us for supporting israel, it's a wonder Intel's first fab hasn't already been targeted.

As an Intel options trader, volatility is good, but building fabs in the middle east takes that philosophy to a whole new and scary level.

Gordon