Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Full Disclosure Trading -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (5809)	6/4/2003 2:24:42 PM
From: BWAC	Respond to of 13403

OT I hope ya'll are right.

To: Return to Sender who wrote (5809)	6/4/2003 2:52:12 PM
From: Sam Citron	Read Replies (1) \| Respond to of 13403

OT RE: INTC Capex recap Just as a point of reference, in 2002 Intel spent $4.7B on capex, 75% of which was devoted to equipment and 25% to bricks and mortar. In January, Intel indicated that 2003 capex would be $3.5B to $3.9B, with 75% again going to equipment. If the consensus is that INTC will guide to the low end of these expectations (e.g. $3.5-$3.7B), then it should not have much of an impact on AMAT if these expectations are confirmed. OTOH, guidance toward the middle or top of the range should be bullish. Sam