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

To: Jacob Snyder who wrote (42333)2/17/2001 8:04:41 PM
From: semi_infinite   Respond to of 70976
 
i think Intel learned a painful lesson from under spending during the last cycle and letting AMD off the mat. they want to be ready when business returns this time. however, it's going to take a lot more than Intel capex to turn this ship around.



To: Jacob Snyder who wrote (42333)2/17/2001 8:08:19 PM
From: Gottfried  Respond to of 70976
 
Jacob, >If what Chambers just said is true, then Intel should be cutting capex<

...unless Intel wants to gain even more over its competitors. Why not, since they have the cash. Spend it, be ready sooner for the upturn and demoralize the competition.

Gottfried


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