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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: XBrit who wrote (77469)3/8/2001 6:17:40 PM
From: bumboo  Read Replies (1) of 436258
 
Exactly!

Think about it -- if the outlook was bleak, inventories were high, and you were looking to reduce expenditures, would you keep the same capex budget from the MOMO era?

The chip makers can continue to make atleast some money off existing production facilities. But they could very easily postpone upgrades of chip equipment, which means AMAT, et. al., are toast. I have never bought the bullsh*t Intel argument -- "things may be slow right now but we are not changing our capex plans".
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