Seeking Alpha
  • Ashraf Eassa
    Trying to figure out what $INTC's CapEx will be for 2013 based on $ASML's report...
    1/17/13
    Reply (4)
    • Bill Maurer: $12 billion, plus or minus $0.25 billion for every percent of revenue growth in either direction.
      1/17/13
    • Bill Maurer: So I figure if revenue growth is 2%, $12.5 billion. If it is minus 3 percent, I figure $11.25 billion.
      1/17/13
    • Wim Lewi: Maintenance CApex 6bln -20% = 4.8bln The growth CApex for 22,14nm wil continue @ 6.5bln So my guess would also be 11.3bln Sold INTC
      1/17/13
    • Wim Lewi: I am hoping for capitulation on INTC today on weak guidance, Buy below 20, for 40% upside on 12m
      1/17/13