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.
Technology Stocks : Intel Corporation (INTC)
INTC 37.83-4.3%Dec 12 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: brushwud who wrote (155629)1/16/2002 2:07:50 AM
From: wanna_bmw  Read Replies (1) of 186894
 
Brushwud, Re: "Meanwhile everyone knows it's a leading indicator of future growth."

Outside of the FUD spewing yourself, you do manage to bring up one very good point. CapEx *is* a leading indicator, so you won't be seeing the fruits of Intel's 2001 labors until later this year. It won't be until then that Intel gets some very nice returns on their investment, thus helping to increase manufacturing, lower costs, and improve yields. At that point, they should have little problem brute forcing their way into any market that they want, and that's when the competition will start to feel a lot more pressure.

wbmw
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext