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Politics : Formerly About Applied Materials

AMAT 323.90

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To: Dr. Mitchell R. White who wrote (57464)	12/14/2001 8:39:46 AM
From: advocatedevil	Read Replies (2) of 70976

RE: "...Intel cutting its capital expenditures by half is one sign in favor of that view." Just a quick comment here. If memory serves, Intel won't be forecasting '02 capex until after the first of the year when visibility has hopefully improved. It appears current estimates range from a 10% cut to a 50% cut, but to my knowledge there has been no "official" guidance from Intel. Hey, but they did reconfirm their $7.5B '01 capex plans on December 6th! I was getting worried that they were going to change those plans when they kept silent about the number for almost an entire week prior! <g> AdvocateDevil

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