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.
Pastimes : Clown-Free Zone... sorry, no clowns allowed
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Roads End who wrote (77458)3/8/2001 5:44:00 PM
From: XBrit  Read Replies (3) of 436258
 
Re semi equips: the most critical question for me in the whole INTC call is whether they are still maintaining their capex plans at the level they previously boasted about. INTC nailing its flag to the mast on capex has been the single factor keeping the semi equip sector from tanking further. If they back off now, it will be an ugly day in semi equip land tomorrow.

Short AMAT,KLIC,KLAC,NVLS,CCMP.
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