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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Math Junkie who wrote (41538)1/16/2001 6:55:10 PM
From: Tony Viola  Read Replies (1) | Respond to of 70976
 
Richard, >INTC's cap spending typically holds up better than anyone else's, but I have not seen a healthy increase like this in past slumps.

Almost as if they're going for the (AMD) jugular. Trying to rationalize it some more, I guess you don't very often get two things like 0.13 and 300 mm lining up concurrently.

Tony



To: Math Junkie who wrote (41538)1/16/2001 7:38:59 PM
From: Henry D  Read Replies (2) | Respond to of 70976
 
does anybody how INTC set their cap ex budget? once its set, do they change it or is it set in stone.

TER just announced. next 2 quarters should see lower revenues and earnings.


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