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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.11

+0.3%

Oct 31 9:30 AM EDT

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To: Proud_Infidel who wrote (20591)	1/10/1999 10:25:00 PM
From: Tony Viola	Read Replies (1) of 77397

Brian, OFF TOPIC, AMAT, Re: "The real news is what they will say in the CC; hopefully higher capex since AMAT is my largest position." As I'm sure you know, Intel undertook serious cost spending analysis in the second half of last year. They later came out and said they could continue using a lot (I remember around 70%) of their chip manufacturing equipment even when going to 0.18 micron. As a result, I've been hoping AMAT's recovery (also as an AMAT stockholder) can occur without a "normal" set of new tools orders from Intel. Then again, with all the sold out stories from Intel, maybe it's all changed. I'll look for that question to be answered in the CC. Last CC, if you remember, Intel said they couldn't comment on their 1999 cap equip budget yet. We'll find it all out Tuesday afternoon. Regards, Tony

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