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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Rick Storm who wrote (18526)	6/21/2001 8:17:57 PM
From: Zeev Hed	Read Replies (3) \| Respond to of 30051

I do not know how much of INTC $7.5 B in capex has already been booked by the industry, but I made a calculation last month that if we assume that 38% was in the first three months, then of the $726 MM about $500 MM was INTC, and the same should roughly apply for this month, thus we are probably scrapping bottom. My problem is that INTC is now saying that within the next six months they will reexamine next year capex, and frankly, if they decide that they have ample capacity (their sales rate is a solid 30% under original plan), they may spend pittance next year, that will take out a good chunk of those $500 MM monthly booking. That may start in the next three months... Zeev