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Politics : Formerly About Applied Materials

AMAT 323.62

+6.4%

2:08 PM EST

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To: advocatedevil who wrote (46799)	5/15/2001 10:51:25 PM
From: StanX Long	Read Replies (2) of 70976

Interestingly enough, a friend was again today asking about Intel's $7.5B capex spending and how much was going to AMAT. I responded, "shouldn't you be asking, just how much is left" ? The point being time has past since Intel's announcement, and what has been spent and to who is not as important as "what is left and who gets it". Just my thoughts Stan

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