Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (34893)	4/18/2000 6:43:00 PM
From: miklosh	Respond to of 70976

<ramping cap spending...>Since this would be a $0.8 billion reduction from published figures now 8 days old, I guess it will all come down to how intc and the media spins the story.. semibiznews.com Intel to increase capital spending to $6.8 billion in 2000 By J. Robert Lineback and Jack Robertson Semiconductor Business News (04/10/00, 09:11:51 AM EDT) SANTA CLARA, Calif. -- Intel Corp. today confirmed that it now plans to boost capital spending to $6.8 billion in 2000--double the amount it spent in 1999. In January, Intel had earmarked $5.0 billion for capital spending, compared to $3.4 billion in 1999, but stronger demand for semiconductors has resulted in an increase in the budget.

To: Tony Viola who wrote (34893)	4/18/2000 7:51:00 PM
From: Sonki	Respond to of 70976

if amat clears 102 tomorrow, we will be up for 6-8 pts tomorrow. We have two solid days bak to bak maybe it's bit too much to ask but so called PROs on the street are waiting for retest and if they dont see it soon 2 trillion $ cash may need to go somewhere ? Usually these young mony mangers will stuff in to quality names big hitech. Can't get fired for that right? If we have a down day then well it's expected aft two big days. In anycase we are looking for amat 145 right? was it 120?