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Technology Stocks : Semi Equipment Analysis
SOXX 285.23-3.7%Dec 17 4:00 PM EST
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To: Kirk © who wrote (22889)4/19/2005 9:04:47 PM
From: Nancy  Read Replies (1) of 95596
 
Cramer asked Bryant, INTC's CFO about the up Capex - Bryant essentially said that is INTC Specific due to the need to switch to 65nm for dual processor, and he said should not be interpret it as industry-wide scenario, and he particularly said, not everyone has the money to spend ... (and need to spend). He basically agreed with Cramer, in a way, that Capex industry-wide will not go up in the same degree as INTC's forecast. Hence Cramer thanked Bryant for making this clear - and then he reiterates "to ring the registers" on the equipment guys on this run up.
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