Replies to post #2450 on Intel Corp (INTC)

[DewDiligence]

>> I hope you're not counting on that for your retirement...<<

EP: as I said, IBIS is a small position.

I do not fully understand your reply. Are you saying that the 200->300mm transition won’t happen for quite a while, or are you saying that SOI isn’t the answer? T.i.a. Dew