Intel Strategy for Achieving Wealth and Off Topic Message Board

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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic

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3:59 PM EST

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To: Sonny McWilliams who wrote (21737)	12/7/1998 3:14:00 PM
From: Tony Viola	Read Replies (1) of 27012

Sonny, thanks re Amzn, I agree. And, on the lobsters, I knew I'd only be setting myself up for mouth watering also. Interesting news out of a WSJ article about Intel, says they may be spending 40% less than they originally planned in 1999 on capital. Good news for Intel, if they can crank out all those chips with less equipment, less $$ spent (I think they will), but bad news for my AMAT? Of course, Intel isn't the only customer AMAT has, by any means, but still...Also, capital does include buildings, etc., not just semi MFG equip. Thinking too much again here. How do you do a headache face? Tony

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