News Focus
News Focus
icon url

Zeev Hed

08/23/03 11:50 AM

#143986 RE: extelecom #143973

INTC probably was the "trigger", but the extreme readings in the opening trin and P/C ratio followed by the inability to mount any counter trend ramp are "telling". Interestingly, so far, in that INTC CC, they were not contemplating increasing capacity except through their well established technology improvement (300 mm and 90 nano process). Capex remains according to plan.