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To: BMcV who wrote (866)1/13/2000 7:21:00 PM
From: BMcV  Read Replies (1) | Respond to of 1214
 
from the Intel report:

"Capital spending for 2000 is expected to be approximately $5.0 billion, up from $3.4 billion in 1999. The higher anticipated capital spending is the result primarily of expenditures related to the development of next generation 0.13-micron process technology for both 300 mm and 200 mm, in addition to increased spending on new fab construction and equipment purchases to add 0.18-micron capacity."



To: BMcV who wrote (866)1/17/2000 8:07:00 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 1214
 
Load up on semiconductor stocks:

cbs.marketwatch.com

Excerpt:

We are at least half way through the semiconductor boom but still in the early stages of the semiconductor equipment boom