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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Dan3 who wrote (153336)	12/30/2001 10:23:17 PM
From: maui_dude	Read Replies (1) \| Respond to of 186894

Dan, Re : "What you've failed to consider is that current capital costs are not included in Intel's earnings statements - as is proper, since they aren't "used up" in the reporting period. But they are "used up" over a period of several years." Yes true. My point was not so much as to when the lowered capex can be recovered, but to point out that you can't look at the snapshot in time and analyze and then predict a gloom and doom scenerio (like bambs and some others do). If the demand were to never go up again, then in a high fixed-cost business like Intel, a lot of profits can be reclaimed by cutting costs. Maui.