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Politics : Formerly About Applied Materials

AMAT 341.36

+1.3%

Jan 29 3:59 PM EST

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To: Tony Viola who wrote (42320)	2/17/2001 4:29:20 PM
From: advocatedevil	Read Replies (1) of 70976

RE: "Intel has reiterated their 7.5 billion capex plan for 2001 a couple of times now" Yeah, I wasn't expecting that level of spending either. On top of that they stated that they were planning for PC growth in the second half (and Intel is normally pretty conservative IMO). I wonder if they'll maintain their plans if it becomes clear that a second half recovery will be delayed. If they were to reduce their spending outlook after increasing it so recently, I think we'd see the semi-equip cos get trashed. I believe Intel's agressive spending and generally positive outlook is a major factor keeping prices from moving lower. AdvocateDevil

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