Semiconductor and Semi-Equipment Analysts - Their Calls Message Board

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Technology Stocks : Semiconductor and Semi-Equipment Analysts - Their Calls

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To: tombet who wrote (5)	12/7/1998 10:38:00 PM
From: FJB	of 195

This is one of the weirder comments by an analyst of late. As far as I know, Intel is not announcing '99 cap. ex. until the Q4 CC. I wonder what "announcement" he is referring to. They did mention a 70% equipment reuse policy, but James Morgan of Applied said this policy has been in place for years now. Q: Are the announcements of the Exxon-Mobil merger and Boeing's production cutbacks examples of that? A: They sure are. So was Intel's decision to cut capital spending by 40 percent, which it announced a couple of weeks ago. I think we are going to see more of that. We have had the biggest capital spending boom in history. But after a while, there is too much of it. Message 6719192

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