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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: John Sikora who wrote (17788)	4/5/1998 10:48:00 AM
From: Jerry Olson	Respond to of 50167

Hi Johnny INTC restate their CapEX???, yes I think they will... But, Johnny we all know the spin doctors are out there talking a lot of trash.. Their new CEO Barrett was in Asia telling the whole world how much money they were going to spend there, and then SLAM, BAMM, thank you MAAM, they cancel orders thruout the industry... From what I read 5 companies have been told about this...KLIC we think is one, but I'm also guessing AMAT??? Any others ring a bell.???.. They were late to the Sub $1000 PC party and I think that had a lot to do with this latest fiasco... I too have puts ON AMAT & INTC, i'm looking at some others as well... Just a short term glitch though, 1 maybe 2 Q's and then its off to the races again for this sector... Judy mentioned to me yesterday that it's company specific..She's probably right<g>... Have a good Weekend yourself, My Regards, Jerry