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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 239.30

-1.0%

Jan 30 9:30 AM EST

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To: fedhead who wrote (146342)	8/27/2002 2:43:50 PM
From: Lizzie Tudor	Read Replies (1) of 164685

Intel execs mentioned that they don't see any pickup in spending as corporations are not buying. The software capex might be a blip. I can't see any reason to equate capex spending with intel forecasts anyway. Next generation enterprise software uses LESS intel processors, not more. Intel and their fat clients are toast.

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