Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Ross who wrote (45556)	4/18/2001 5:27:13 PM
From: Lone Star	Read Replies (1) of 70976

Not sure, just saw the limit up info tagged to IBM on another thread. Also, just saw AMD beat the street by .03 Observation: amidst all the giddy news, the INTC reaffirmation of cap ex targeted towards .13 and 300mm was the most profound for AMAT. If Intel spends, others must follow. You can't have your competitors at .13 and 300mm with the concommitant cost reductions while you sit on your hands. Watch: once 300mm starts in earnest, and we're close, the floodgates will open like you will not believe.

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