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

To: 4rthofjuly007 who wrote (24107)	1/14/2003 5:12:46 PM
From: 1podstock	Respond to of 30712

4rthofjuly007..think about this. If INTC is about 25% of the CAPEX market, that implies the market will be worth about $14 bil based on INTC's low end $3.5 bil. The CAPEX market was $19 Bil last year, so 2003 will be down about 21%. Most forecasts were for growth of the CAPEX market in 2003 of about 15%. ((the above statistics are courtesy of AllMtnSki on Zeev's thread))