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Re: DewDiligence post# 3457

Tuesday, 01/14/2003 6:44:48 PM

Tuesday, January 14, 2003 6:44:48 PM

Post# of 152297
<INTC’s revenue guidance for 1Q03 is 3-10% down relative to 4Q02.
What do people here think about this guidance? Even taking into account seasonal patterns, it seems rather tepid.>

Like I've been saying, soft tech spending continues.
Not surprised at all.

CapX down about 1B next year should be another rough year for AMAT & Co also.

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