Replies to post #43198 on Intel Corp (INTC)

[alan81]

I suspect it is just a pet theory.
My personal pet theory is they found out what the Nehalem die size is:-)
--Alan

[kpf]

Sources

3 Fabs: From the top of my head, last i remember Andy Bryants comments in one of the recent Conference calls, i believe the one in January. Transcript is on seekingalpha.

4 Fabs: Recent Analyst Day presentation 07, the one from the chap talking about manufacturing, he did not leave an impression strong enough i remember his name.

I think you should really keep track on Intels fabcounts for leading-edge.

K.