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

To: StanX Long who wrote (47685)6/6/2001 10:54:52 PM
From: Michael Young  Read Replies (1) | Respond to of 70976
 
"Doesn't this suggest that Intel has already spent much of the 7.5b. Now they need to slow down spending even slower than they had been spending."

That is the obvious implication.

BRCM warned after the bell. Not sure what impact that will have on trading tomorrow.

MIKE



To: StanX Long who wrote (47685)6/7/2001 12:10:36 PM
From: Henry D  Respond to of 70976
 
Stan,

based on other posting on this thread, i think INTC has already spent about 2/3 of their capex so far. they could either slow down their spending or maybe increase their capex budget which would be a boost for AMAT.

does anybody knows if INTC has ever increased their capex budget during a fiscal year in the past?

Henry


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