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

To: dr_elis who wrote (27962)1/17/2006 5:43:57 PM
From: dr_elis  Read Replies (1) | Respond to of 95567
 
INTC capital spending:

2003 - 3.7 billion
2004 - 4.8
2005 - 5.2 (as yet not confirmed)
2006 - 6.9 (estimate, plus/minus 200 million)

That would be an increase by 30%, not bad at all for equipment makers.



To: dr_elis who wrote (27962)1/17/2006 5:44:47 PM
From: BMcV  Read Replies (2) | Respond to of 95567
 
INTC said they are increasing capex substantially. They also will do away with midquarter updates and start giving full year guidance to help lead discussion toward longer term trends. I think $6.9 billion is higher than old peaks in the bubble era.


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