Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 242.41

+5.0%

Nov 25 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ian@SI who wrote (38423)	10/17/2000 7:34:03 PM
From: Proud_Infidel	Read Replies (1) of 70976

Ian, Assuming demand for MPU's remains relatively intact, capex for '01 should prove interesting for INTC as the footprint of the P4 dies is much larger than was originally planned. Something like 217mm vs a planned 189mm. I am not sure of the specific numbers(these come to mind), but I do know it is substantially larger than initially thought. Ian or Tony, do you have the specific numbers? I will check into it. Brian

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next