SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC)
INTC 40.03-1.3%Dec 1 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Hightechhooper who wrote (124279)1/5/2001 12:52:07 PM
From: maui_dude  Read Replies (3) of 186894
 
HTH, Thread,

I was going through the Intel November Webcast slides yesterday and one slide that stood out was Intel Cap Ex spending for last year. It was about a good $2.5 Billion over the next highest year (1996). So, if Intel does decide to trim their cap ex (like they did in 1998) to $4B, this could give a boost of about 25c to their 2001 earnings. Dan Niles estimate of $1.30 for 2001 may be a blessing in some way. It may become easier to beat the 2001 estimates and have upside surprise.

I wonder how the market might react (short-term) if Intel decides to reduce the cap ex for 2001 ? Any Thoughts ?

Maui.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News