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resistion
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re: Intel says 2012 capex will top $12 billion
resistion   1/20/2012 5:17:18 AM
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Wonder if 12-13 billion buys about the same amount as 10 billion last year, if the newer equipment is more expensive (vendors charging more per unit in anticipation of overall reduced demand, for example).

KB3001
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re: Intel says 2012 capex will top $12 billion
KB3001   1/20/2012 10:18:42 PM
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Samsung's plans are much more bullish in comparison. Intel are doing well but I still question their mid-to-long term prospects.



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