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Politics : Formerly About Applied Materials
AMAT 319.11+5.7%Jan 15 3:59 PM EST
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To: Kirk © who wrote (51341)8/31/2001 12:09:05 PM
From: Cary Salsberg  Read Replies (2) of 70976
 
RE: "It makes me think how strong Intel is going to be coming out of this bad cycle since they are still spending on capital equipment."

Another view is that INTC's capital equipment spending is the only card left for a company whose main market's growth has slowed due to its maturity and whose main product no longer enjoys a monopoly position and is limited by its aging architecture. INTC's 2GHz chip achieved about equal performance with a 1.4GHz Athlon chip according to a news article I just read.
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