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Technology Stocks : Semiconductor and Semi-Equipment Analysts - Their Calls
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To: Proud_Infidel who wrote (136)10/17/2000 2:22:22 PM
From: FJB  Read Replies (2) of 195
 
My portfolio is faring poorly. I am doing splendidly though. :-) I bought VSEA today.

I doubt Intel will will make any changes to this year's cap. ex. with less than three months to go. Unfortunately, they do not reveal 2001 cap. ex. until the fourth quarter report.

I think they will have more positive guidance than the market is currently expecting. Whether it does any good, is another question.

Bob
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