SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?


To: Proud_Infidel who wrote (4838)1/8/2003 5:57:47 PM
From: willcousa  Respond to of 25522
 
I can buy 3 or 4 billion - i just don't get the idea that the 7.5 should be some kind of an important benchmark just because they hit it once. No one expects a gal to be a virgin twice.



To: Proud_Infidel who wrote (4838)1/8/2003 6:33:39 PM
From: Road Walker  Read Replies (1) | Respond to of 25522
 
Brian,

Intel traditionally keeps capex numbers very close to the vest, and the analysts have usually been way off on their projections. Intel will give capex guidance for the year on the 14th, before that I think everything is BS speculation. Barrett is pretty aggressive (a bit too aggressive for my taste), so I don't expect a real weak number.

John