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To: fedhead who wrote (146342)8/27/2002 2:43:50 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 164685
 
Intel execs mentioned that they don't see any pickup in spending as corporations are not buying. The software capex might be a blip.

I can't see any reason to equate capex spending with intel forecasts anyway. Next generation enterprise software uses LESS intel processors, not more. Intel and their fat clients are toast.