Intel Corp (INTC)

[SemiconEng]

I have an opinion on that matter but unfortunately I can't comment either.


Hummmmm......, but now that you mention it, I do recall being happy that I was wearing my High Wader Boots at the time I was reading the article. It sure doesn't seem that way.

JMO.... But I think that "the agressive investments" Craig was talking about was that massive 0.13u Fab expansion that intel did right when the whole downturn started. Remember Dan3 making fun of intel's "building overcapacity" comments over on SI at the time? It's got to be, those payoffs that Craig is talking about, cause it Certainly isn't the 90nm stuff yet.


http://biz.yahoo.com/rc/040223/tech_intel_revenues_2.html
The aggressive investments Intel made during the industry downturn in 2001 and 2002 are leading to an increase in the company's earnings, the paper quoted Barrett as saying.



Semi