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Strategies & Market Trends : The Amateur Traders Corner -- Ignore unavailable to you. Want to Upgrade?

To: jjs_ynot who wrote (8545)	4/23/2001 3:05:32 PM
From: Tom Hua	Read Replies (1) \| Respond to of 19633

Dave, the next slew of warnings will likely be worse than Q1s, particularly the semis and semi-equip. One only needs to look at the 3 biggest domestic capital spenders (INTC, TXN, and MOT) to extrapolate into the next few quarters. While INTC maintains its $7.5 B capital expenditure for this FY, 68% will have been spent in Q1 and Q2, leaving just 32% for Q3 and Q4. TXN spent 50% of its budget in Q1 alone. MOT chopped its capital spending from $2.4 B last year to just $750 million this year. So how do we get a rebound in capital spending in 2H? Regards, Tom