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Politics : Formerly About Applied Materials
AMAT 223.95+1.7%Nov 21 9:30 AM EST

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To: Tony Viola who wrote (45513)4/18/2001 1:30:45 AM
From: XBrit  Read Replies (2) of 70976
 
"Amazing how that one item, Intel's Capex budget for this year, seems to hold up the entire semi equip sector".

Equally amazing that a single remark from Intel's CFO that things "may" stabilize in the 2nd Q can cause instant melt up of every stock exchange in the world.

Especially given Intel's past history of maximal positive spin on every aspect of their business.
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