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To: AK2004 who wrote (132642)	4/17/2001 3:44:16 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Albert, re: "denial is so wonderfull" What's AMD spending? John

To: AK2004 who wrote (132642)	4/17/2001 3:57:49 PM
From: fingolfen	Read Replies (1) \| Respond to of 186894

is that what equipment vendors are getting message from intel not to expect $7.5B in capex but rather 5.5-6.5 which is upto $2,000,000,000 (Paul Engel's short hand for 2B) lower than intel promised 1) capital expenditures for equipment are only part of capital expenditures, building costs also figure into the number. 2) that isn't indicative of any delay in the 0.13 micron ramp. ps denial is so wonderfulL I'll have to take your word for it...

To: AK2004 who wrote (132642)	4/17/2001 3:58:27 PM
From: L. Adam Latham	Read Replies (1) \| Respond to of 186894

Albert: Re: equipment vendors are getting message from intel not to expect $7.5B in capex but rather 5.5-6.5 which is upto $2,000,000,000 (Paul Engel's short hand for 2B) lower than intel promised Maybe the tech downturn is allowing Intel to negotiate some sweet deals from their equipment providers? I have no idea - just curious. Adam

To: AK2004 who wrote (132642)	4/17/2001 5:47:55 PM
From: SisterMaryElephant	Read Replies (1) \| Respond to of 186894

Albert, fingolfen re: Intel will be at 0.13 micron at that point, AMD won't is that what equipment vendors are getting message from intel not to expect $7.5B in capex but rather 5.5-6.5 which is upto $2,000,000,000 (Paul Engel's short hand for 2B) lower than intel promised Message 15674987 Regards -Albert ps denial is so wonderfull The following from Intel's Q1 release implies: a) You are eager to believe BS about Intel. b) You should get better sources. c) You are not in position to characterize who is in denial. d) You are eager to spread FUD about Intel. ** Capital spending for 2001 is expected to be approximately $7.5 billion. The company will use its financial strength to invest in key areas such as 0.13-micron process technology, which will enable the company to cost-effectively produce leading-edge microprocessors beginning later this year, and 300 mm process technology, which is expected to lead to approximately 30 percent microprocessor die cost-per-unit reductions in 2002 and beyond. SK

To: AK2004 who wrote (132642)	4/17/2001 5:50:34 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Albert, Intel already spent $2.7B this quarter in capex, according to Tony's CC notes. Isn't that almost 50% of your estimate of $5.5B this year? Tenchusatsu P.S. - Denial is so wonderful, n'est pas?

To: AK2004 who wrote (132642)	4/17/2001 10:01:00 PM
From: Paul Engel	Respond to of 186894

Mad Albert - Re: "ps denial is so wonderfull ..is that what equipment vendors are getting message from intel not to expect $7.5B in capex but rather 5.5-6.5 which is upto $2,000,000,000 (Paul Engel's short hand for 2B) lower than intel promised" You should know - you seem to be THE EXPERT at denial He he he hehehehehheheheh !!! regards - Dash Paul