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

To: Dan3 who wrote (183951)	4/2/2006 3:48:19 PM
From: Sarmad Y. Hermiz	Respond to of 186894

>> Please note that they're going to need to move from mostly single to mostly dual core (takes twice the space), larger caches (makes chips bigger), and (thanks to SiGe) lower yields, which is going to use up a very big portion of that increment in capacity. << Yep, your sentence summarizes the whole equation. For me it is complicated to the point that the only way to know how it turns out will be after it has turned out. The investment decision has to be based on which company has the stronger management and culture to prevail.