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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (8229)1/27/2003 1:29:07 PM
From: Gottfried  Read Replies (1) | Respond to of 95738
 
RtS, arghhh! >One red flag, however, was Intel's cut in capital spending for 2003, from $4.7 billion in 2002 to a range of $3.5 billion to $3.9 billion. The decrease implies that demand isn't picking up enough to build or expand plants and suggests a protracted recovery.<

Intel had foresight and invested capex in 2001 and 2002. The BW writer seems not to understand lead times for new fab equipment.

Gottfried


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