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Politics : Formerly About Applied Materials
AMAT 267.87-0.6%3:59 PM EST
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To: 16yearcycle who wrote (41523)1/16/2001 5:57:41 PM
From: Ian@SI  Read Replies (1) of 70976
 
Gene,

INTC raised its Capex from $6B to $7.5B for 2001.

NVLS is predicting down booking to $320M this Q, flat next Q and $1.6B for the year.
By my math, that calls for almost $1B during the last 6 months compared with $650M for
the first 6 months of the year.

Rick Hill implies but won't explicitly commit that he expects the rollout of 300mm Cu capacity to ramp up during the latter half of the year. I think the bell has just been rung. :-)

Ian.
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