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

To: Joe NYC who wrote (156704)1/24/2002 11:06:40 AM
From: Dave  Respond to of 186894
 
Joe,

First, Intel is reducing their CAPEX, however CAPEX is higher than prior years still. With the reduction, the "rate of growth" of their depreciation expense will be reduced.

Now, as a %age of sales, Edelstone must be forecasting revenue growth. Hey, that's a good thing. If Intel can grow their revenues, AMD should be able to grow their revenues, also.

Remember, what's good for Intel, is also good for AMD. And, conversely, what's bad for Intel, is also bad for AMD.


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