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Hi arosen!

As usual, cogent reply! Thanks.

I think that environmental responsibility has a lot to do with relative performance. I suppose one could say that manufacturing chips at all is not socially responsible, but if you're reading this you probably realize how un-practical this view is.

Agreed. If I've learned one thing about SRI, it's that there are tradeoffs. I suppose if one can't live with tradeoffs, one should look elsewhere for investing ideas.

My understanding is that one of the reasons that chip manufacturers use so much water is that it's a hellova lot better than the toxic solvent baths they would use to clean things if the environment were not to be considered.

This is extremely helpful.

I think it is possible to consider a chip manufacturer to be socially responsible if they are a leader in figuring out ways to pollute less, use less non-renewable resources, etc., and implement these methods.

That's what I hope to determine, both about Intel and other chip companies.

an age-old SRI debate: is it possible to be a socially responsible company in an inherently environmentaly un-friendly industry? My personal opinion is that it is possible to be responsible by being a leader in changing the industry toward environmental benigness, even if getting there seems really far away. Otherwise it would be hard to find many companies that are environmentally friendly enough already to be considered socially responsible. This is because all companies were created and have evolved in an economy that rewards environmental (and social for that mater) apathy with cash. I think we should acknowledge the ones who are moving against the tide by bringing us in the direction of sustainability, even if we're not even close yet.

Very well put! I could not agree more strongly. It may be that others on this board will disagree, but my feeling, like yours, is "reward honest striving." Assuming the numbers work. :-)

Thanks again.


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