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optionking

07/13/04 1:29 PM

#268484 RE: Fred Langford #268474


Looks like INTC might cause a relief rally for a day or two.
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Zeev Hed

07/13/04 1:29 PM

#268485 RE: Fred Langford #268474

What should I expect? They'll meet their reset expectations. The interesting part will be what they say about their capex plans...that should influence the trio (KLAC, AMAT and NVLS ). These right now are discounting a bad capex number from INTC.