Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.87

+4.6%

Jan 2 9:30 AM EST

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To: Katherine Derbyshire who wrote (58898)	1/16/2002 9:26:15 AM
From: michael97123	Read Replies (1) of 70976

Katherine, The more important question is what amat's other customers are planning. Many folks felt intels 2001 capex was much on the high side, given industry conditions. Some folks thought some other chipmakers capex too low. What do you think? What will amats other customers be doing? Mike

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