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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: Sam Citron who wrote (58792)1/14/2002 4:06:08 PM
From: advocatedevil  Read Replies (1) of 70976
 
Sam, Yes, there was a reputable source who recently forecasted $7B for capex. I seem to recall it was one of the major Intel analysts, although I can't find my note on the estimate, sorry, but I'll keep looking. It caught my attention because I hadn't heard much about the capex number recently, but mostly because it was higher than I had previously read about. Perhaps someone else here recalls who made that call (Ashok Kumar, Dan Niles)?

AdvocateDevil
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