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

To: Kirk © who wrote (51341)8/31/2001 12:09:05 PM
From: Cary Salsberg  Read Replies (2) | Respond to of 70976
 
RE: "It makes me think how strong Intel is going to be coming out of this bad cycle since they are still spending on capital equipment."

Another view is that INTC's capital equipment spending is the only card left for a company whose main market's growth has slowed due to its maturity and whose main product no longer enjoys a monopoly position and is limited by its aging architecture. INTC's 2GHz chip achieved about equal performance with a 1.4GHz Athlon chip according to a news article I just read.



To: Kirk © who wrote (51341)8/31/2001 4:36:50 PM
From: Proud_Infidel  Respond to of 70976
 
BTW, "sold out" has less meaning when they allow people to cancel orders but it does make a good headline

Lesson #1 learned from this downturn.

BK


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