Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 262.92

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Dec 29 3:59 PM EST

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To: Tony Viola who wrote (40763)	12/13/2000 2:19:07 PM
From: Gary Ng	Read Replies (4) of 70976

Tony, Re: Collapsing from what? As I recall, they haven't yet announced 2001 capex spending estimates I believe they talked about that during the quarterly report which was about 6.5B. In the last CC, they mentioned that they have effectively pull in 500M because the vendor can delivery now which are supposed to be in 2001, it seems that it will at least revised to 6M and for the latest postpone of the plant in Ireland, that may be another few hundred millions. gary

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