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To: Doug M. who wrote (53274)	1/28/2024 2:26:35 PM
From: rzborusa	Respond to of 72187

<<By getting High-NA tools earlier than its rivals, Intel (might) not only be able to ensure that its tools produce desired results, but it has a chance to set the standards for the industry when it comes to High-NA manufacturing. For Intel this might mean getting a significant advantage over its rivals, Samsung Foundry and TSMC.>> Somewhat likely. I think some of that was priced in and maybe is now. They have a long way to go, what is wrong with getting in later and leaving some on the table. I think I would load up some leap calls instead of shares, if certain the ifs and buts were candies and nuts ...... Might do something similar on a smaller scale my own damn self.