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Technology Stocks : Intel Corporation (INTC)
INTC 36.21+0.2%3:59 PM EST
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To: Tony Viola who wrote (156525)1/22/2002 2:44:27 PM
From: GVTucker  Read Replies (2) of 186894
 
Tony, RE: Bottom line is that the lower capex story has impacted Intel stock as much as the equips themselves, right from the night of earnings release, but it should be looked at as a positive, as Edelstone said.

Well, that's just our difference of opinion, then.

My bottom line is that prior to its earnings release, Intel stock was discounting a very optimistic earnings recovery in 2002. Since management did not share that wild optimism, the stock has reacted accordingly. I don't think that the capex has anything to do with it.
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