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Technology Stocks : Intel Corporation (INTC)
INTC 36.20+0.1%Dec 26 9:30 AM EST

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To: Amy J who wrote (137534)6/18/2001 11:06:07 PM
From: tcmay  Read Replies (3) of 186894
 
Amy sez,

"Message #137534 from Amy J at Jun 18, 2001 10:02 AM
"Hi Mary, RE: "It's not like they wake up one morning and decide how much they spend on technology the following week."

"Generally speaking, it sort of seemed like that's what happened last year in the industry."

I see just the opposite: Titanic-sized capital budgets which seem to take a year to turn.

--Tim May (gradually moving away from writing long articles to the "Yo mamma!!" style of SI repartee)
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