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Strategies & Market Trends : P&S and STO Death Blow's -- Ignore unavailable to you. Want to Upgrade?

To: oldirtybastard who wrote (3348)7/11/2002 11:42:25 AM
From: orkrious  Respond to of 30712
 
not much left for revenue for the semi-equips rest of the year

quite possible, but the semi equip revenues sure haven't gone up much over the last year, just orders. I would think there are now serious discussions throughout semi land about pushing out orders.



To: oldirtybastard who wrote (3348)7/11/2002 11:46:52 AM
From: stomper  Read Replies (1) | Respond to of 30712
 
FWIW, if I recall correctly, last year INTC had spent nearly 75% of their capex by this time last year (don't know much about the semi industry and if capex spending patterns stay seasonally the same). Remember how hollow it sounded when INTC kept reiterating capex for the year last year and they had already shot most of their wad.

-dave


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