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Strategies & Market Trends : Moufassa's Lair -- Ignore unavailable to you. Want to Upgrade?


To: James C. Mc Gowan who wrote (12725)4/16/2003 12:18:30 PM
From: James C. Mc Gowan  Read Replies (1) | Respond to of 13660
 
RE: Semiconductor Equipment/CapEx assumptions, here's some numbers, down 30% YOY. I suppose INTC is 'taking market share' and will need more equipment to meet market demand.
Or not. Or they can buy back more shares, and make it another 'better than expected quarter'.

semi.org!OpenDocument

Go figure.
James