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

To: Road Walker who wrote (129525)	3/8/2001 6:04:22 PM
From: AK2004	Read Replies (2) \| Respond to of 186894

John don't you think that capital exp of ~7.5 sounds a bit fishy in context Regards -Albert -- Expenses (R&D, excluding in-process R&D, plus MG&A) in the first quarter of 2001 are expected to be down approximately 15 percent from fourth quarter expenses of $2.4 billion. Expenses are dependent in part on the level of revenue and profits. -- R&D spending, excluding in-process R&D, is expected to be approximately $4.2 billion in 2001, lower than the previous expectation of $4.3 billion. -- Capital spending for 2001 is expected to be approximately $7.5 billion.

To: Road Walker who wrote (129525)	3/8/2001 6:08:09 PM
From: tejek	Read Replies (2) \| Respond to of 186894

John, Boy, AMD must be gaining a lot of market share for Intel revs to be down 25%, seeing that that is more business than AMD does. If you think AMD is going great, and it's just an Intel problem, I think you need to think. Its a very bad sign...business must be slowing considerably all over the world for Intel to reduce expectations again....and there's more than a month to go before earnings...room for another warning. re: "ps read the corp release about capex" I did, thats why I was puzzled by your comment on capex. Their capex budget is really going to hurt...Intel is in the unfortunate position of having to maintain a big capex budget while revenues are in decline. I think its here that AMD is hurting Intel, not in market share. ted