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Technology Stocks : Semi Equipment Analysis

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To: James Calladine who started this subject	11/26/2002 1:45:37 PM
From: advocatedevil	of 95536

If my recollection is correct, Intel has their 2002 capex estimated at $4.7B and has not issued an official statement regarding 2003 capex. We have their mid-quarter business update scheduled for Dec-5 and their Q4-2002 CC set for Jan-14. Question: Does anyone recall when Intel announced future year capex guidance last year? Was it prior to last year's Q4 CC? AdvocateDevil

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