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Re: Zeev Hed post# 437471

Tuesday, 11/15/2005 10:57:50 AM

Tuesday, November 15, 2005 10:57:50 AM

Post# of 704048
have you heard anything on this new proposed INTC
45nm Fab in Israel ?


<<Varian Semiconductor-VSEA second INTC 45nm Fab in Israel a positive@UBSW

The firm says that 2 Israeli news agencies are reporting a second INTC 45nm Fab is likely. UBS Warburg believes that VSEA has the most potential for revenue and EPS upside. The firm also expects KLAC, AMAT and NVLS to benefit from the new 45nm Fab.



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