Daniel Niles
Daniel Niles
average believe billion capacity capital finally firm increase intel paying percent prices selling ship spending third
Intel's 75 percent increase in capital spending to $6 billion in 2000 is finally paying dividends. We believe that Intel now has the capacity to ship 15 percent more processor units quarter-over-quarter. We also believe that average selling prices are very firm for the third quarter.
believe correction far inventory
We believe the semiconductor inventory correction is far from over.