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To: Proud_Infidel who wrote (3812)1/7/2000 12:10:00 PM
From: FJB  Read Replies (1) | Respond to of 5867
 
Interesting comments about Intel and capacity. I think they are going to announce a really big number for 2000 cap. ex. next Thursday.
Message 12491737

Took a quick look at Intel's past Q1 earnings releases. 1998 had the highest planned capital expenditures at $5B. If they announced something in the $5B to $6B range, that would probably provide a big boost for semi-equipment stocks.

Bob