Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 235.24

+4.5%

Nov 19 3:59 PM EST

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To: Katherine Derbyshire who wrote (19425)	5/13/1998 9:49:00 PM
From: shane forbes	Read Replies (2) of 70976

Katherine: Thanks but that 32 is really quite amazing. Last year it was 28.5 billion and then after the 1 billion mis-count, it was corrected to 27.5 billion. This means that with 32 billion they are expecting a 16% increase in spending in cap. exp. I find that incredible to believe! Lehman and someone else are actually predicting much less: Message 4234114 Message 4261098 Plus AMAT has hinted at at least a -10% fall. So all roads point to 24-25 billion or so or about 8 billion less than IC? ---- Yes I actually was hoping for a nice semi rebound. See anything wrong with this: Message 3670812 (wishful thinking? I hope not.. From SGS - techweb.com ) ---- Katherine: Do you know much about LSI Logic the chip company? ---- Shane.

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