Intel Corp (INTC)

[morrowinder]

Mas: What makes you think its leading edge and a sustainable business model?

I fail to see any benefits to this for the arab investors other than being able to say : REAL MEN OWN FABS

Semiconductor Fabs are a highly complex business and the independent fab model has some pretty distinct disadvantges: while intel will be finely tuning its fabs for its products, the generic fab will be making chips for all its customers and be unable to tailor the process for any. Meanwhile Intel REALLY WILL be using leading edge process technology and they are already a year ahead on .45 micron. Do you have any real evidence that these fabs will be catching up? Doubt it. They could even fall further behind in the turmoil of new ownership and a new business model.

China already has fabs and has done OK. But I really don't see room for another big player. So other than a large cash injection to AMD, what exactly leads you to believe that anything has changed? And why while will FOUNDRY INC be better than TSMC or any of the of the other contract vendors that are near where most of the worlds pcs are actually built...Professor makes a great point about their probable reaction to all this.

One key point: if there is so much business available in contract fabbing, why hasn't intel gotten into that business? You know they have tried...but obviously you don't know why they pulled back...

No one liners Mas. No BULLSH@T Otherwise you are just trolling as usual...