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

To: Zeev Hed who wrote (18530)	6/21/2001 8:19:44 PM
From: stomper	Respond to of 30051

Zeev. It was also calculated by more than one media outlet (i can dig it up if you want me to) that by June, INTC was to have spent nearly 70% of their CAPEX. Hell, if I recall correctly, they had spent close to 40% of it by the end of March. So I think you're spot on there. -dave

To: Zeev Hed who wrote (18530)	6/21/2001 8:22:44 PM
From: Justa Werkenstiff	Respond to of 30051

Zeev: Re: ". 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..." Yep and the same goes with MU who said tonight that they may postpone lithography orders if they think they have enough capacity.

To: Zeev Hed who wrote (18530)	6/21/2001 11:04:20 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 30051

Zeev: 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 P4 is here; Xeon P4 is here; Tutulin will be here by Sep. They will virtually giving away processors on the cheap like MU is doing with SDRAM now to hold market share in declining market of unit sales. They will make foreign competitors like VIA and Transmeta close up shop; bloody AMD badly regarding retooling considering their $1.5 B outstanding debt load. Intel will spend next to zero next year on cap ex if we are still in recession. The majority of their production will be 0.13 micron geometry on 300 mm wafers becoming the lowest cost vendor in a two horse race. john