Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (121220)	12/7/2000 6:09:22 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Maloney up. All geos slower, esp. US, Europe. Mobos and notebook mfg down in Taiwan. Haven't lost any signif. mkt share to competition, ASPs now are as were expected going into Q4.

To: Tony Viola who wrote (121220)	12/7/2000 6:19:39 PM
From: The Duke of URL©	Respond to of 186894

Andy Bryant: CapEx, "Capacity Expansion" (not capital expenditures) expenses up from 6B to 6.5B this year, 2000, because the got equip deliveries earlier. Seemed to say, to a subsequent question, it was for 1.8 Micron equipment. One of the many benefits of the depression, (other competitors may have cancelled orders). This will of course, reduce current earnings, how much? depends on what is expensed. Good news, unless you stare only at current p/e.

To: Tony Viola who wrote (121220)	12/8/2000 10:01:16 AM
From: Amy J	Read Replies (2) \| Respond to of 186894

Hi Tony, RE: "Capex 6.5 B, up from 6. Were constrained by equip deliveries, not any more, so Intel can spend more. " Let's hope that "spending more" is the right bet. Thank you for your CC notes. This helped me figure out what was going on. Everything sounds good and okay. Except for one thing: I'm concerned about the comment pertaining to accelerating decreases in revenues that suddenly occurred. Accelerating decreases is a strong and very negative phrase. I'm surprised the analysts or media didn't question that more. How can you have a sudden accelerating decreasein revenue with only a few weeks away from Xmas? I'm thinking it must be those large customer cancellations - some customers probably realized at the last minute that they wouldn't need all that product for xmas, so they cancelled at the last minute. If the accelerating decrease in revenue is a result of those types of cancellations (for xmas a one-time event), that's not as bad as say continually accelerating decreases in say business purchases. I wonder which is it? Why didn't one of the Analysts ask about what type of accelerating decreases in revenue? Do you know if they did? It makes a world of a difference in interpretation. Regards, Amy J