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Politics : Formerly About Applied Materials

AMAT 235.24

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Nov 19 3:59 PM EST

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To: Katherine Derbyshire who wrote (19412)	5/13/1998 7:58:00 PM
From: shane forbes	Read Replies (1) of 70976

Katherine: Very nice article - thanks a bunch. One quick question. RE: Yet, while capital expenditures are dropping, they are still expected to exceed 25% of global IC sales in 1998 With global IC sales around $150 billion or so, 25% of this is around $38 billion. Now I thought cap. spending was supposed to be around $25 billion this year. So what am I missing - even if the 150 is not quite correct it is reasonably close. (Perhaps the $24 billion in only US - but that seems too high.) Shane.

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