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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 268.01-2.6%1:58 PM EST
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To: Steve Lee who wrote (3597)10/15/2002 9:26:38 PM
From: StanX Long  Read Replies (1) of 25522
 
If I recall what I read in the Intel report, here are a few bullets.

1. Cap Ex spending would be down,
2. Savings in brick and mortar,
3. They will use older equipment,

#1 and #2 works hand and hand.

But,

#3, is cap ex spending no matter how "Rick" spins the detail. No?

I will look for the actual article, to remove my bias.

Stan
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