Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.87

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Jan 2 9:30 AM EST

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To: Joseph Beltran who wrote (49921)	7/28/2001 12:00:18 PM
From: advocatedevil	of 70976

Good summary article Joe. Thanks for posting it. The DRAM boys continuing to slash capex is certainly not encouraging: Snip "A manager for Micron Technology Inc. told the Robertson Stephens semiconductor conference here Wednesday that loss-plagued DRAM manufacturers in June alone slashed capital expenditure plans by $1 billion to a total reduction of $9.16 billion for 2001." Complete article at: siliconstrategies.com AdvocateDevil

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