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Strategies & Market Trends : The New Economy and its Winners
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To: fedhead who wrote (15714)1/14/2003 6:40:29 PM
From: Lizzie Tudor  Read Replies (2) of 57684
 
capex for semi equipment wasn't slashed, the overall capex number includes everything but the kitchen sink as far as building starts and everything- an interview with Piper analyst Ashook Kumar on cnbc clarified this, he says intel will be adding to the SCE component of capex 20% next year. I guess they breakdown this info for the analysts, I don't see it anywhere, and I don't know what the expectations were for SCE capex spending but 20% sounds fine to me. He says the capex reaction is overblown.
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