Intel's Patriotic Pitch Unlikely To Sway Other Tech Groups
February 10 2009 - 5:24PM
Dow Jones News
Intel Corp.'s (INTC) planned $7 billion spending spree and call
for other companies to invest in America might raise the pressure
on technology firms. But analysts say companies will only make
patriotic investments if they make financial sense.
On Tuesday, Santa Clara, Calif.-based Intel said it would spend
the money over two years to upgrade manufacturing sites in Oregon,
Arizona and New Mexico. The new state-of-the-art production
facilities at those sites will employ roughly 7,000 people in
high-wage jobs.
In a speech at the Economic Club of Washington, D.C., Chief
Executive Paul Ottelini exhorted other companies to make similar
investments, arguing the investments would give consumers reasons
to buy new goods when the recession ebbs.
"What I'm asking is that other companies join us," Otellini
said.
Intel's announcement comes as concern mounts over the health of
the slumping U.S. economy. A huge $800 billion stimulus program
championed by President Barack Obama has struggled with bipartisan
bickering and its contents have changed several times.
The U.S government's proposed $800 billion economic stimulus is
expected to provide funds for areas such as broadband technology,
health care and education.
Expected beneficiaries of the stimulus include
telecommunications carriers such as Verizon Communications Inc.
(VZ) and Comcast Corp. (CMCSK, CMCSA), network infrastructure
makers like Cisco Systems Inc. (CSCO), Internet companies like
Google Inc. (GOOG) and Yahoo Inc. (YHOO), as well as hardware
makers including Intel and Hewlett-Packard Co. (HPQ).
Analysts questioned whether other companies would heed Intel's
call. They said that spending in the U.S. made sense for Intel,
which has 75% of its manufacturing here, but that other companies
might not be able to justify such plans. "I wouldn't expect to see
a fireworks display of generosity on the part of the corporate
sector," said Roger Kay, an analyst at Endpoint Technologies
Associates.
Tech titans such as software maker Microsoft Corp. (MSFT),
handset maker Motorola Inc. (MOT), as well as chip manufacturers
Texas Instruments Inc. (TXN) and Advanced Micro Devices Inc. (AMD)
have all moved to cut staff as the U.S. economy has continued to
sour over the past few months.
Intel, which last month reported a sharp drop in earnings and
sales and announced it would close five older factories, said its
$7 billion investment would keep the company - and the U.S. - at
the forefront of technology innovation.
"It underscores the important point that the U.S is still the
leader," said Phil Bond, Chief Executive of industry trade
association Tech America. "We are hopeful it will stimulate similar
announcements."
But Bond noted that Intel wouldn't have made its investment if
it didn't make business sense for the firm. He added that he wasn't
aware of any other tech companies planning to make similar
investments in the U.S.
- By Scott Morrison; Dow Jones Newswires; 415-765-6118;
scott.morrison@dowjones.com