SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semiconductor and Semi-Equipment Analysts - Their Calls -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (173)12/7/2000 5:07:14 PM
From: FJB  Read Replies (1) | Respond to of 195
 
Ian, The only comment I saw was:

** Capital spending for 2000 is expected to be approximately $6.5 billion, higher than previous expectation of $6.0 billion.

Bob



To: Ian@SI who wrote (173)12/7/2000 5:23:13 PM
From: semi_infinite   Read Replies (2) | Respond to of 195
 
Ian, Seems to me that the 6.5B is based on a set of working assumptions regarding global PC consumption. Since the FED and OPEC in their collective wisdom have essentially slammed on the brakes, won't Intel rethink those assumptions and adjusts accordingly?

AMAT is up after hours so the news seems to have been expected or maybe this is the type of bad news that the market wants to wake the FED up.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News