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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: fedhead who wrote (15714)	1/14/2003 6:01:48 PM
From: stockman_scott	Respond to of 57684

Another perspective... Overcapacity weighs heavily on recession arizonarepublic.com

To: fedhead who wrote (15714)	1/14/2003 6:40:29 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 57684

capex for semi equipment wasn't slashed, the overall capex number includes everything but the kitchen sink as far as building starts and everything- an interview with Piper analyst Ashook Kumar on cnbc clarified this, he says intel will be adding to the SCE component of capex 20% next year. I guess they breakdown this info for the analysts, I don't see it anywhere, and I don't know what the expectations were for SCE capex spending but 20% sounds fine to me. He says the capex reaction is overblown.