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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: The Freep who wrote (7996)	5/24/2001 8:31:14 PM
From: stomper	Respond to of 52237

I don't find that odd Good point The Freep. I should choose my words more carefully. -dave

To: The Freep who wrote (7996)	5/24/2001 9:01:41 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 52237

I don't think INTC's capex figures are lies. However, if they've already spent 2/3 of their budget AND the book-to-bill was a whopping 0.42 in April, this means non-INTC Capex has literally disappeared. Combine that with the fact that DRAM prices are at all-time lows, along with the comments for CHRT and others about semi demand and we can safely conclude that semi equipment manufacturers will be in the toilet for 3 more quarters, minimum. Got SMH puts?