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To: Investor2 who wrote (13115)4/11/2000 5:17:00 PM
From: Lone Star  Read Replies (1) | Respond to of 15132
 
The last I saw on AMAT, which has undewrgone a number of upwards revisions recently based on rapidly improving business conditions, was 26. This did not reflect Intel's latest capital budget increase (their second in about two months), nor a few others which have been announced recently. Not that they would impact the estimates anyhow- AMAT and the semi equip group are pretty much factory output limited for now.