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Politics : Formerly About Applied Materials
AMAT 267.87-0.6%Dec 5 9:30 AM EST

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To: Gottfried who wrote (29697)4/24/1999 8:09:00 PM
From: Ian@SI  Read Replies (2) of 70976
 
G.,

I have to wonder if INTC drafted that part of their annual report before or after they issued the orders to upgrade their fabs to 0.18µ capability.

I didn't listen to their recent earnings conference call to see what their current view of Capex is. Might be interesting to check.

Ian
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