Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 259.53

-3.9%

2:20 PM EST

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To: Math Junkie who wrote (41538)	1/16/2001 6:55:10 PM
From: Tony Viola	Read Replies (1) of 70976

Richard, >INTC's cap spending typically holds up better than anyone else's, but I have not seen a healthy increase like this in past slumps. Almost as if they're going for the (AMD) jugular. Trying to rationalize it some more, I guess you don't very often get two things like 0.13 and 300 mm lining up concurrently. Tony

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