Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 155.00

-5.0%

3:59 PM EST

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To: Robert Douglas who wrote (9260)	1/17/2001 12:07:34 AM
From: Zeev Hed	Read Replies (1) of 10921

Robert, it is even better than that, INTC has close to $14 B in cash and short trm investments (not counting their "portofolio of invenstments in some 550 companies, worth about $3.5 B), but they will have $4 B in depreciation charges next year, enough to pay for more than half that cap-ex. I doubt many other companies are that "flush" with cash and derpeciation charges. That figure of $7.5 B, even if spent copmletely on new Capex (and none on "bought in capex), is still under 20% of the expected revenues INTC is going to generate next year, in the first half of this year, I am not sure many other companies will be able to go that far. But, that makes the end of this decline so much closer. Zeev

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