Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 223.31

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Nov 13 3:59 PM EST

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To: willcousa who wrote (4835)	1/8/2003 5:52:47 PM
From: Proud_Infidel	Read Replies (2) of 25522

I expect INTC to aggressively spend to maintain their leadership position.....their scorched earth policy is what got them to the top and is one of the only things that will keep them there. Historically, capex as a percentage of revs has been between 15% and 25%. $3B sounds awfully low heading into an upturn unless people expect INTC to have an utterly dismal year in 2003. Using the average estimate for revenues of $26.5B this year, $3B would only amount to 11.3%, a near historic low for capex spending. I am not very confident in INTC's future should they proceed along this path. BK

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