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: Paul Engel who wrote (46741)1/30/1998 12:25:00 PM
From: John Hull  Read Replies (2) | Respond to of 186894
 
Paul, I remember some notes written a few days ago wondering what ever became of Erica Klauer. We determined that she had, in fact, relocated to Alex Brown/BT. Well she's out today with her "initiates coverage" note on seven semi firms, including Intel.

I'll leave it to soemone else to comment on her comments - I need to stay clear of such activities. Just thought you would be interested to know she's resurfaced.

Regards,
John Hull



To: Paul Engel who wrote (46741)1/30/1998 4:51:00 PM
From: Aaron Cooperband  Read Replies (2) | Respond to of 186894
 
Paul -

Re: "Intel has converted its 0.25-micron D2
technology development line in Santa Clara from logic to memory
manufacturing, while maintaining close to 90% of the same
equipment and process steps."

This looks like potential backup CPU production capacity to me! Replacing low margin flash production with high margin CPU production should be a no-brainer should their current CPU production capacity prove insufficient.

Aaron


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News