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

To: patron_anejo_por_favor who wrote (8003)	5/24/2001 9:13:10 PM
From: Paul Shread	Read Replies (2) \| Respond to of 52237

>>non-INTC Capex has literally disappeared<< "The North American-based manufacturers of semiconductor equipment posted $711.8 million in orders in April 2001 and a book-to-bill ratio of 0.42, according to the April 2001 Express Report published today by Semiconductor Equipment and Materials International (SEMI)." semi.org!OpenDocument With a three-month average of $700 million, that's $8.4 billion annualized, isn't it? Good observation. The strange thing is, if INTC has spent two-thirds of its budget, that's $5 billion (out of $7.5b total CapEx budget). The three-month average of shipments is $1.68 billion, or just about $5 billion, four months into the year. Does that mean INTC has been 75% of CapEx spending so far this year, and what does that mean for the rest of the year, with only $2.5b more coming from INTC? Short SMH is right (assuming my math is right).