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To: wanna_bmw who wrote (155518)1/15/2002 5:06:18 PM
From: Tony Viola  Respond to of 186894
 
Duplicate post.



To: wanna_bmw who wrote (155518)1/15/2002 5:07:24 PM
From: Tony Viola  Respond to of 186894
 
Sure enough, CNBC had a guy on a few minutes ago who said that the decreased Capex spending is indication that Intel is not coming off the bottom. Argghhh. Another talking head just said that it was a negative also. I hope Bryant speaks to this on the CC, although I don't expect him to be watching what CNBC is saying. What he ought to say as that the convergence, or at least partial overlapping of development of copper, 0.13 and 300 mm caused an extraordinary spending bubble in capex, which doesn't have to be repeated, or even come close to being repeated for quite a while.

Tony