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Politics : Formerly About Applied Materials

AMAT 218.85

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9:33 AM EST

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To: shane forbes who wrote (19456)	5/14/1998 12:40:00 PM
From: shane forbes	Read Replies (2) of 70976

Here's INTC's data on capital spending: intel.com The TOTAL (equip + non-equip) is 4.5 billion and that is the way they report it. Further at least with INTC the non-equip pieces are all over the map (going from 40% to 25% to whatever in recent years). Shane (therefore when the chip companies report cap ex they include everything - as well they should! ) Katherine: I oopsed! Here's what I read In contrast, Intel Corporation's $4.5 billion in capital expenditures accounted for a mere 20% of total IC sales. While such large expenditures created a boom for equipment companies, they helped to spread the capacity glut beyond the memory sector. It is pretty clear that you did not say that the 4.5 billion was only for equip. I just made the inference (one of those subliminal things) based on the 2nd line - such large expenditures created a boom for equipment companies. Everything's clear as mud now! SEMI says equip only. However non-equip is variable. The 20-25% is for the total (I presume). So we only have one thing "known" - no info. on non-equip! However, I do know a lot about the chip companies themselves and they have indicated not very robust total cap. speding this year - that should be good for the chip companies. S/t effects on the semi-equips unknown however - since I do not know the split for the chip companies' total spending between land and equipment! Amazing - this should not be this hard.

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