Intel Corp (INTC)

[kpf]

smooth

Look for India to be next.

That's what i expect as well. Et cetera.

I don't think this will affect AMDs chipset biz much. Nvidia, via, Sis - chipsets will suffer, probably to the point they will loose any viable niche for chipsets down the road. Besides, Hector is in the U.S. administration's foreign trade advisory board, so today's announcement ist certainly not news for him. Nevertheless his statement on the move will be interesting, if he makes one.

K.

On a sidenote, thinking this dam-break ahead a decade, the impact on global economy is probably not significant. China has domestic demand for the output of a dozen such fabs, and India as well. Thinking it a generation ahead, the current move could well be considered as opening a Pandora's box by our children.