Intel plant 6 Milliarden US-$ Invest / 4 neue Chip- und Flash-M.-Fabriken - 500 Beiträge pro Seite

[ica]

23.05.2000
Intel plant 6 Milliarden US-$ Invest
Financial Times

Der größte Chip-Produzent der Welt Intel (WKN 855681) plant nach Angeben der Financial Times (FT) eine zwei Milliarden US-$ Investition zum Ausbau der Flash-Memory-Chip-Produktion.

Der Mangel an diesen Chips würde die Produktion von Mobiltelefonen und anderen elektronischen Produkten, wie z. B. digitalen Musikplayern, Digitalkameras, Laptops und Internet Network Equipment, stark beeinflussen. Motorola (WKN 853936) und Cisco Systems (WKN 878841) hätten sich bereits besorgt gezeigt. Analysten erwarteten noch weitere Lieferprobleme bis ins nächste Jahr, berichtet die FT weiter. Die Flash-Memory-Chips seien so begehrt, da sie in der Lage sind, Informationen, ohne die Nutzung einer externen Stromquelle, zu speichern. Nach Angaben von Intel seien in den letzten 12 Jahren eine Milliarde solcher Chips verkauft worden. Die gleiche Menge plane man nun in den nächsten zwei Jahren zu produzieren, berichtete die Financial Times weiter.

Da die Nachfrage nach Mikroprozessoren zur Zeit stagniere bzw. rückläufig sei, plane Intel in diesem Jahr 6 Milliarden US-$ in den Ausbau von Produktionsanlagen zu investieren, zwei Milliarden davon in den Ausbau der Flash-Memory-Chip-Produktion. Es sei insgesamt der Aufbau von vier neuen Chip-Produktionsstätten geplant, wobei die erste bereits im 3. Quartal diesen Jahres mit der Produktion beginnen könnte. Dieser würde die Produktionsstätten in Oregon, Colorado und New Mexico folgen.

[milan354]

Hi

Heute schon geklickt.

http://www.thehungersite.com/cgi-bin/WebObjects/HungerSite


Schönen Tag

Milan

[schneck]

Schade, dass es unqualifizierte Leute wie milan354 gibt, die ihren Mist quer durch alle threads verteilen ? Kann sich bitte jemand, der weiss, wie´s geht, darum kümmern, dass dieser Typ gesperrt wird ?
Danke einstweilen im Namen aller, die hier sinnvolle Arbeit leisten wollen

[ica]

Mittwoch, 24.05.2000, 22:30

Intel investiert 2 Mrd. Dollar in New Mexico

Überraschend hat der Chiphersteller Intel (Nasdaq: INTC) den Bau einer weiteren 300mm-Wafer-Produktionsanlage in Rio Rancho (New Mexico) angekündigt.Die 135.000 m² großen Reinraumflächen sollen an die bereits bestehende Produktionsstätte 11 von Intel angrenzen. Intel wäre damit einer der größten Arbeitgeber in New Mexico-bereits jetzt arbeiten 5000 Leute für Intel, 1000 werden durch die 2 Mrd. US-Dollar teure Investition neu entstehen.

Dies ist bereits die zweite milliardenschwere Investition in die Erhöhung der Produktionskapazitäten für 300mm-Wafer, nachdem man bereits im April den Bau einer weiteren Chipfabrik in Israel angekündigt hatte.Insgesamt veranschlagt das Managment von Intel für dieses Jahr 7 Mrd.US-Dollar für Direktinvestitionen.

Neben der Chipherstellung investiert das Unternehmen auch in den Webservice-Bereich. 150 Mio. US-Dollar lässt sich Intel ein neues Web-Hosting Center in London kosten. Der Chipgigant betreibt bereits 2 ähnliche Datenzentren in den USA und Südkorea, noch in diesem Jahr sollen weitere e-service-Zentren in Indien und Japan entstehen.

Die Aktionäre scheinen Intel wieder positiv zu sehen und der Wert kann um fast 6% auf 116 3/8 US-Dollar zulegen.

[ica]

24.05.2000
Intel kaufen
Hornblower Fischer


Intel (INTC, WKN 855681), der Weltmarkführer für PC-Prozessoren gab heute einen weiteren Fortschritt für die Diversifizierung der Konzernstrategie bekannt,berichten die Experten von Hornblower Fischer.

Zusammen mit dem Internetsoftwareanbieter RealNetworks werde Intel eine Softwarelösung zur Übertragung von Video über das world wide web bereitstellen. Intel Streaming Web Video sei fortan Teil des RealVideo8 und des RealSystems8. Zugeschnitten auf den Intel Pentium III Prozessor biete diese Software in Verbindung mit Breitbandkabelverbindung zum Internet echte VHS-Videoqualität und reiche an DVD-Qualität heran. Gleichzeitig werde heute ein neuer 933 MHz getakteter Prozessor in den Markt eingeführt.

Angesichts der zunehmenden Qualität und Akzeptanz der Prozessoren des Konkurrenten Advanced Micro Device - wobei die führende Position von Intel zunächst nicht gefährdet sei - würden die Analysten von Hornblower Fischer die Erschließung neuer Geschäftsbereiche im Internet sehr positiv sehen.

Die Experten raten dem Anleger weiter zum Kauf der Intel Aktie.

[bodo]

aus dem register


Intel: Who exactly is running the show?

Headless chickens are all very well if you`re talking about one chicken that has unfortunately had its head chopped off and made into a pie. If you`re talking about a multinational, multibillion dollar corporation employing more than 70,000 people, having no one in control is a tad more significant.

We were wondering today if there is anyone at a senior level within Intel who is actually exerting any real control over where the company is going. With every roadmap, press release and leak reaching us here at Vulture Central, it would appear that the answer is no. We think the major stockholders should be asking some serious questions of the men who claim to be running things.

Intel is now driven by roadmaps, PowerPoint presentations and hot air. Once upon a time it was run by engineers. Grove, Barrett, Gelsinger and Co still know how to design and build great semiconductors, so how come none of them is saying `no` to the marketing department when they come up with their latest hairbrained scheme to launch a crappy chipset that doesn`t work, or a processor that can`t be delivered?

Intel was once a technology hot house, innovations and real quality products streaming onto the market. Other companies stood, slack-jawed, in admiration and played what seemed to be a never-ending game of catch-up. No wonder, then, that Intel referred to the competition as mere imitators.

But two years ago, cracks began to appear in the foundations of Intel`s ivory tower. The debacle of the first Celeron (the cacheless Covington) was the first evidence that all was not well at Satan Clara. Why? Because Celeron was the first product that Intel had ever produced to combat a perceived threat from an imitator.

While Intel had blithely carried on launching mid range and server/workstation products, AMD had been winning market share from Chipzilla big time at the low end, especially in retail sales, and – perhaps more significantly – in the US.

The first time AMD issued a press release claiming dominance at the entry level, dusty and be-cobwebbed alarm bells started to ring at Intel.

This was unexplored territory for Chipzilla. Overnight it moved from a technology-driven innovator to a marketing-led decapitated fowl. Sure, it had lots of highly paid marketing and PR goons on the payroll, but up until now, they had had very little to do. Now they had to earn their money.

This they have singularly failed to do.

Futile
Intel has been drawn into a futile megahertz war with AMD. One can only applaud the marketing skill of Chimpzilla in pushing exactly the right buttons to make Intel look stupid. Intel busted a gut to demonstrate a 1GHz Pentium III to underwhelmed hacks at the last Developer Forum. AMD announced the availability of a GigaHertz Athlon just days before Intel launched the GHz Pentium III. You still can`t get a 1GHz Pentium III, and the latest roadmap leak tells us you won`t be able to until Q3 at the earliest.

This is marketing bullshit at its worst – `launch` a product in an attempt to steal the opposition`s thunder in the full knowledge that you can`t possibly deliver it for the best part of six months. Meanwhile, OEMs are up in arms because they can`t get enough Intel parts – no wonder they`re turning to the AMD alternative.

(Challenge to Intel: prove us wrong – deliver a working 1GHz part that isn`t marked `Engineering Sample` to us within 24 hours, along with a list of disties and OEMs who have received production parts)

Oh no, it`s bloody Caminogate again
Look, we`re really sorry. We know you`re all bored to death with the trials and tribulations of the zombie bloodsucking chipset from Hell, but tough.

Rambus is a great idea, says the marketing department. But it doesn`t bloody work, reply the engineers. How long will it take to fix, ask the marketeers. Eighteen months, reply the engineers, but we can do you an interim solution that`ll use SDRAM. It`ll run like a slug and we`d need at least a year to get it sorted. You`ve got six months, instruct the folks wearing white socks.

And blimey, the i820 gets launched, very late, and it doesn`t work. It gets revamped to only support two DIMMS or RIMMS and it still doesn`t work. The Register says the SDRAM versions are being recalled. Oh no they aren`t, bleats Chipzilla, only to do a radical and expensive U turn four weeks later.

Intel once claimed it had learned a tough lesson when the original Pentium floating point bug – the infamous FDIV flaw – hit the fan. When a few scientists at universities around the world discovered that 2+2 equalled 3.0197886, Intel`s reaction was to bury its head in the sand.

Only after public pressure increased to a point where the company actually had to do something about it were the faulty parts recalled. On the induction courses it runs for new employees, Chipzilla still puts up a slide simply reading `FDIV` and explains that company policy is now to come clean immediately a problem is identified.

Total recall
Explain then why the company tried to bluster its way out of the i820 farce by claiming there was nothing wrong. We discovered that a total recall of Cape Cod i820 mobos was about to happen and ran a story to that effect. Intel denied there were any recall plans and continued to deny it for a month until finally putting its corporate hands up and admitting defeat.

On whose instructions were these continuing denials – in clear contravention of Intel`s corporate policy of openness - made and have they been sacked? Of one thing we can be sure – this was not a decision made by an engineer, it was a decision made by an overpaid suit.

And back on that roadmap we saw earlier this week, we find that the i820 and its companion i840 chipset are headed for the gulag. Towards the end of 2001 Intel will put all its eggs in one basket and there will effectively be only one chipset for mid to high end processors – the i870. Let`s hope this touching faith in the chipset division is not misplaced.

We know the vast majority of Intel employees, and the vast majority of the board, are engineers at heart. When will someone have the courage to stand up to the marketing department and stop them stampeding blindly around like a herd of crazed wildebeest?

The company cannot continue to lurch from disaster to disaster by reacting to outside threats for the simple reason that it patently isn`t up to the task. If Intel is to prosper it must hand the reins back to the engineers and launch products when they are ready and not a moment before. It must regain the courage to admit its mistakes. Only then will this great corporation start to regain the respect of the industry.

Intel has damned good people. It used to have damned good management. Can they do something fast before the stockholders sack them? ®

Pete Sherriff contributed to this article

Register StockWatch
We have changed our recommendation on Intel stock (NYSE: INTC) from `Hold` to `Sell`

[ica]

Mit der o.g. "Sell-Einschätzung" befindet sich Pete Sherriff leider ziemlich allein auf weiter Flur.

Folgende Investmenthäuser haben eine Einschätzung zu Intel abgegeben: A.G. Edwards and Sons Inc., ABN AMRO Inc., Argus Research, Banc of America Securities LLC , Bear Stearns and Co. Inc., Black and Co., Brown Brothers Harriman and Co., CIBC World Markets, Chase H&Q, Credit Suisse First Boston Corp., Crowell Weedon and Co., D A Davidson and Co., Deutsche Bank Securities, Donaldson Lufkin and Jenrette Securities Corp., Edward D. Jones, Fahnestock and Co. Inc., Gerard Klauer Mattison and Co., Goldman Sachs and Co., Gruntal and Co., ING Baring Furman Selz LLC., J.P. Morgan Securities Inc., Josephthal and Co. Inc., Lehman Brothers Inc., Madison Securities Inc., Merrill Lynch and Co., Morgan StanleyDean Witter and Co., Needham and Co., Paine Webber Inc., Prudential Securities Inc., Robertson Stephens, S G Cowen Securities Corp., Salomon Smith Barney Inc., Securities Corp. Of Iowa, The-Adviser.com, UBS Warburg , US Bancorp Piper Jaffrey, Wasserstein Perella Securities Inc., Wit Capital Inc.

Und diese lautet wie folgt:
Strong Buy = 21 x
Moderate Buy = 11 x
Hold = 3 x
Moderate Sell = 1 x
Strong Sell = 0 x

Ergibt eine durchschnittliche Bewertungsnote von 1,49.
Vor 3 Monaten lautete die Note noch 1,59.

Grüße, ica

[bounty sw]

Hi Bodo
wer ist denn dieser Giftsprayer namens Pete Sherriff ?
klingt schon fast nach einer persönlichen Abrechnung
mit Intel und deshalb schon nicht ernst zu nehmen.
Auch ich durchblättere die US-Reports : die große
Mehrheit setzt auf Intel...
und mein Instinkt sagt mir, dass INTEL in 12 bis 18 Monaten
ganz groß darstehen wird, INTEL ist noch für einige
Überraschungen gut denn jetzt legen sie erst richtig los.
B/SW

[Le Chef]

Als Anfang April 1912 die Titanic von Southhampton nach New York auslief , hieß es , sie sei unsinkbar.....
Wenn Intel jetzt erst in neue Fabs investiert , dann ist das WAY MUCH TOO LATE....

[bodo]

hi bounty

sicher, intel ist ein riesendampfer, aber wir leben im Zeitalter HIGHTECH - denk darüber nach -

unterschiedliche Meinungen zu analysieren hat noch nie geschadet

bodo

[Joe Rocket]

Monday June 19, 6:12 am Eastern Time

Intel in $2 bln Irish chip plant expansion

DUBLIN, June 19 (Reuters) - Intel Corp, the world`s largest maker of computer chips, said on Monday it planned to almost double semiconductor wafer manufacturing capacity at its European manufacturing site in Leixlip near Dublin.

Intel said it would add 50,000 square feet (4,645 sq metres) initially to the plant, with first production from that set to start in late 2001.

In a second phase, an additional 85,000 square feet (7,897 sq metres) of cleanroom manufacturing capacity would be added. In all, the expansion will cost around $2.0 billion, Intel said.

A spokesman estimated current production area at around 160,000 square feet (14,860 sq metres) but declined to estimate chip output.

``The additional manufacturing capacity will help us maintain our leadership in the extremely competitive world of semiconductors. It is a tribute to our team of managers and employees in Leixlip that Ireland has once again been chosen as the site for a major expansion,`` Intel Chief Executive Craig Barrett said in a statement.

Intel currently employs some 3,000 people directly at the plant and a further 1,400 as long-term subcontractors. The new investment will create more than 1,000 new jobs by 2004.

Intel said the project would be the single largest in Ireland, using more than 1,500 workers.

The Leixlip plant products high-performance Pentium III and Intel Celeron processors.

The new factory will initially manufacture on 200 mm silicon wafers but will be capable of moving on to the next generation of manufacturing technology on 300 mm wafers, Intel said.

Deputy Prime Minister Mary Harney, also minister for enterprise and employment, hailed Intel`s expansion plans.

``Intel`s arrival in Ireland in 1989 created a sea change in the perception of this country as a technology centre in Europe and generated a very significant and substantial chain effect in the industrial development process,`` Harney said.

Intel will have invested $4.5 billion in Ireland by 2003.

Ireland`s six-year economic boom has been driven to a large degree by an influx of investment from foreign corporations, attracted by relatively low corporate tax rates, the country`s membership of the European Union and euro zone, and an English-speaking, well-educated workforce.

The investment has not come without problems however. Expansion has sorely tested Ireland`s creaky infrastructure and employers are complaining about labour shortages in key areas