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

To: blake_paterson who wrote (35022)	4/29/2000 10:08:00 AM
From: Jeffrey D	Respond to of 70976

From CS First Boston yesterday on INTC analyst meeting. Jeff << ""Internet Is Driven By Silicon" Theme At Analyst Meeting Intel spent the majority of its New York analyst meeting outlining its strategy for enabling Internet growth via its chips. While this strategy is dead-on with our thesis, we still believe it will take years for Intel to fully effect its transition. However, we have not seen management this cohesive or enthused on the strategy as it is at this meeting. Regarding PC business, Intel indicated that current demand remains strong with a 20% growth likely. Wireless, mobile, and server growth should certainly outpace that level, even doubling it. While not committing to its own capex levels for 2001, Intel did acknowledge that both it and the industry has under-estimated demand and that capacity tightness will persist for next year or two, requiring capex to remain relatively high."

To: blake_paterson who wrote (35022)	4/29/2000 3:56:00 PM
From: Mephisto	Read Replies (1) \| Respond to of 70976

As e-commerce and information home appliance are becoming part of daily life for most people, the developments in SIP, SMIF, and SOC are upgrading the IC design, packing and testing sectors. ID design for communications, networks and multimedia chipsets reported robust demand, with 10 leading designers seeing their sales grow more than 100 percent last year. I like it! Good things in the works! AMAT and other companies will do very, very well. And AMAT remains relatively cheap! Cheers, Mephisto