Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 249.89

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Nov 26 3:59 PM EST

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To: Kirk © who wrote (24849)	1/14/2011 12:17:20 AM
From: etchmeister	of 25522

Stacy Smith The 2011 capital spending of $9 billion is the dollars are really being driven by the server and PC business. That's what's driving the increase in the unit CAGR. Those are big die. Remember the products that we have in smartphones, the products that we have in tablets by design are very small die. It doesn't drive a big capital spend for us. Don't take from that though that it's not important to get those products to 22-nanometer that process leadership is what lets us bring down the cost, bring down the power and provide more performance at any given level of power. So, it's strategically really important, but it's not the driver of the $9 billion of capital in 2011. Message 27094096

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