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Intel Corporation Message Board

  • semi_equip_junkie semi_equip_junkie Sep 5, 2013 11:31 PM Flag

    Capex

    Covello bashes Intel for capex -
    but what about TSMC capex?
    No comments - nada - just put TSMC on conviction buy list while upgrading AMAT because AMAT benefits form TSMC capex.
    what a slime dog....
    the "market" is not even close in comprehending the fall out from TSMC capex on ARM eco system - they will wait until the guano will hit the fan -

 
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