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Technology Stocks : Intel Corporation (INTC)
INTC 36.91-1.1%Dec 31 3:59 PM EST
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To: Tony Viola who wrote (121220)12/8/2000 10:01:16 AM
From: Amy J  Read Replies (2) of 186894
 
Hi Tony, RE: "Capex 6.5 B, up from 6. Were constrained by equip deliveries, not any more, so Intel can spend more. "

Let's hope that "spending more" is the right bet.

Thank you for your CC notes. This helped me figure out what was going on.

Everything sounds good and okay. Except for one thing: I'm concerned about the comment pertaining to accelerating decreases in revenues that suddenly occurred. Accelerating decreases is a strong and very negative phrase. I'm surprised the analysts or media didn't question that more. How can you have a sudden accelerating decreasein revenue with only a few weeks away from Xmas? I'm thinking it must be those large customer cancellations - some customers probably realized at the last minute that they wouldn't need all that product for xmas, so they cancelled at the last minute. If the accelerating decrease in revenue is a result of those types of cancellations (for xmas a one-time event), that's not as bad as say continually accelerating decreases in say business purchases. I wonder which is it?

Why didn't one of the Analysts ask about what type of accelerating decreases in revenue? Do you know if they did? It makes a world of a difference in interpretation.

Regards,
Amy J
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