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

To: GVTucker who wrote (156512)	1/22/2002 12:24:12 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

GV, >Tony, where is there a damning mention of Intel in there? The damning connection has been there ever since Intel gave 2002 capex guidance last Tuesday. It was all over CNBC as an Intel weakness after earnings came out. Only one analyst that I've seen since came out and said Intel's capex going forward is probably about right, which it absolutely is. In every single Intel CC for quite a while now, the number one burning question has been "what's your capex?" The analysts that don't look into it far enough have come to think that Intel capex must rise forever, or it's a sign of weakness, in Intel. Surprised you haven't seen this developing. Tony