Either they've done it again and are ahead of plan or they don't have the visibility and are like a deer in headlights at this point. I'm voting for the truck with its high beams on <GG>
And your point is??? Just who has visibility at this point? Are we going to war in Iraq or aren't we? Are we going to fight N. Korea? Are terrorists going to do something big soon? Who the heck knows? You are a master of the obvious. Intel took a risk and expanded capacity. The economy didn't spring back so they don't need to do any further expansion at this time. You need a Ph.D in economics to figure that one out? What's so hard to comprehend here? You think you have some brilliant insight? A blind man could see this.