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To: IceShark who wrote (83781)3/21/2001 9:02:16 PM
From: Les H  Read Replies (2) | Respond to of 436258
 
It's all keiretsu all over again. Why would Intel be deferring or cancelling plants in the past two weeks, and not making some statement about adjustments down in their capital expenditures? Didn't they slash their capex plans in the fall from around 8B to 6.7B, and then move it up to 7.5B in January to jump all the semiequips. There must be some cross-holdings of investments.