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


To: Tony Viola who wrote (45912)4/26/2001 12:42:28 PM
From: Ian@SI  Read Replies (1) | Respond to of 70976
 
Tony,

I believe that INTC has already spent more than 1/2 the $7.5B. Unless they say a once in infinity, end of the Universe event, I strongly doubt they will have any meaningful reduction to Capex.

I think it was Art Cashin who advised that there's no point in betting on the end of the world. It only happens once.

Ian.