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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (21517)1/15/2003 11:09:48 AM
From: MulhollandDrive  Read Replies (1) | Respond to of 57110
 
i think the big reduction in capex spending says it all.



To: Jorj X Mckie who wrote (21517)1/15/2003 11:46:36 AM
From: Techplayer  Read Replies (1) | Respond to of 57110
 
Jorj, This quarter is a bit of a shocker to me since the CFO made similar comments in the last earnings call. I can't imagine that Intel did not also slide some orders into this quarter since it exceeded the revenue number by a non-trivial amount.

the action with the equipment makers is not a shocker. Intel did say in the last 1-2 reports that Capex was going to be slashed by a couple of billion for 2003. It is not as if this is a surprise.


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