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To: Joe NYC who wrote (4781)3/6/1998 12:58:00 AM
From: Investor A  Read Replies (1) | Respond to of 6843
 
Joe,

Intel is moving to .25u process as well.

Therefore, don't forget to factor their write-off depreciation charge on their current HUGE .35u fab facilities into Intel processor costs. If you consider their bills for these .25u process, Intel processor costs on .25u processor is much higher than .35u processor even .25 has small die size.

NSM outsourcing policy might be the best for the next two years.


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