Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.68

-2.7%

Nov 11 3:59 PM EST

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To: Ian@SI who wrote (27669)	1/12/1999 5:36:00 PM
From: FJB	Read Replies (2) of 70976

Ian, Merrill Lynch has done a very poor job of forecasting anything chip related, so whether Intel's anticipated cap. ex. is higher than ML's shoddy forecast is meaningless. How does the $3B compare to the number Hodess, Deahna, et al. have in their models? I don't know the answer to that. Bob

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