Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Sonki who wrote (43219)	12/26/1997 8:02:00 PM
From: VICTORIA GATE, MD	Read Replies (3) \| Respond to of 186894

Sonki re<Why is intel earning only 3.50 for next year? > Because i will not tell you the true until after as low as i can buy the stock And why they are alway low earning every time intel stock try to move up or they knew intel will go nowhere until " I " say so ( taking my time ) you are nothing ! I AM GOD ps : i may be had too many drink tonight sorry vg

To: Sonki who wrote (43219)	12/27/1997 4:52:00 PM
From: ed	Read Replies (1) \| Respond to of 186894

With the process technology continues to make progress, i.e from 4" to 5", 6" 8", 12", and 1.2u, 1u, 0.8u, 0.6u, 0.5u 0.35u, 0.25u, 0.18u sub sub u, we will see the cost of investment for new fabs continues to explode. While the cost per die continues to decrease as new technologies being implemented. With 12" , 0.25u technology, the productivity is 800% that of 6" fab with 0.5 u technology, however the monthly output of wafers are still the same, i.e 40k pcs for both 6" and 12" fabs. What this means ? It means we need to sell more dies and at least a market of 800% as large as our current market to sustain the continuing production of the 12 " fab, i.e 40k pcs of 12 " wafers per month, otherwise we can not sustain the economic scale of the 12"fab. This also means the foundries are looking for big volume productions with lower price per die to expand the current market. This also means the components price will drop further, but with a much larger market.ICs will be used everywhere. This makes the recent drop of CPU and price of almost all IC components, and as a result of cheaper system price, i.e the sub 1000 PCs, and maybe the sub $500 PCs in the very near future. But the market will be much and much larger.