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


To: Tenchusatsu who wrote (182796)11/30/2005 4:11:29 AM
From: Amy J  Respond to of 186894
 
RE: "never forget who was responsible for the Pentium-M. It was a design team in Haifa, Israel."

They saved Intel.

As an investor, I'd like to see Intel immediately diversify that critical knowledge to at least one or maybe two other geographically dispersed sites for these reasons:

1- to enhance productivity at other locations - to minimize costly failures at other Intel foreign sites by maximizing opportunities for shared information to be more readily available from more than one geographical source.

2- to minimize global risks

3- Intel isn't in foreign countries because labor is cheaper, but because this is the way to grow a market in a foreign country so they can know the market to develop country-specific requirements. This means country-specific success is important (e.g. India, etc.)

As far as another fab in Israel, if global hightech demand is high, I wouldn't hesitate to put one there. Putting another fab in Israel could be quicker than selecting a new foreign country - but I do think Intel needs to diversify its geographical locations of fabs more at some point so one hot spot isn't holding the lion's share of risk in supplying chips/platforms.

Regards,
Amy J



To: Tenchusatsu who wrote (182796)11/30/2005 11:57:43 AM
From: Gordon Hodgson  Respond to of 186894
 
Ten, obviously Intel figures the risk/reward ratio is worth it. Just hope they are right. Just read a report on Intel's new dual core Pentium-M code named Yonah. Suppose that was designed over there also. Looks like a good chip design that consumes very low power.