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

To: Proud_Infidel who wrote (35335)	5/23/2000 7:15:00 PM
From: orkrious	Read Replies (1) \| Respond to of 70976

Somewhat OT I sure could use a half Gig in my Rio..... Brian, check out SNDK, a totally misunderstood company. This report is fairly accurate, although it underestimates the growth IMHO. They own the removable storage market (with patents), and they supply the MMC card for your RIO Message 13760307

To: Proud_Infidel who wrote (35335)	5/23/2000 7:43:00 PM
From: Tony Viola	Read Replies (3) \| Respond to of 70976

Brian, >Also, only about 5% of the servers are in place for the internet of 2005, according to some calculations(Tony Viola??). That's a quote from Craig Barrett of Intel that I've used once or twice. Also, picked up a couple of new barometer predictions on the growth of the Internet at last week's Intel stockholders' meeting: Some stats: Internet users are multiplying by a factor of 10 every 5 years; BTB commerce 10X every 3 years, expecting $10 Trillion by 2004. The rest of my notes from that (bullish) meeting, here: Message 13733098 Maybe if I read it again I'll be less inclined to go into a catatonic state over this market? :-( Tony

To: Proud_Infidel who wrote (35335)	5/24/2000 2:23:00 PM
From: Proud_Infidel	Respond to of 70976

Wednesday May 24, 2:17 pm Eastern Time ADVISORY - Intel please ignore headlines..INTEL(NasdaqNM:INTC - news)SAYS TO INCORPORATE NEW 0.13 MICRON TECHNOLOGY ON 300MM WAFERS...INTEL (NasdaqNM:INTC - news) TO INVEST $2 BLN TO EXPANDS MANUFACTURING IN NEW MEXICO...as coverd in full earlier.

To: Proud_Infidel who wrote (35335)	5/24/2000 2:43:00 PM
From: Proud_Infidel	Respond to of 70976

Intel to spend $2 bln to boost chip capacity in N.M. PALO ALTO, Calif., May 24 (Reuters) - Intel Corp., the world's largest semiconductor manufacturer said on Wednesday it will spend $2 billion over the next three years to boost the number of chips it can make at its New Mexico plant, reflecting continued growth in the semiconductor industry. Santa Clara, California-based Intel (NasdaqNM:INTC - news) said that the addition, which will include an additional 135,000 square-feet of clean-room space and 1 million square-feet of building space, will be complete and running at volume production in the second half of 2002. ``This is in support of the healthy growth of the industry,'' said Michael Splinter, head of Intel's technology and manufacturing group, in an interview. He added that most of the spending will occur in 2001 and 2002 and that the $6 billion Intel plans to spend this year in capital expenditures includes the first portions of the plant expansion, which is outside Albuquerque, N.M. The addition in chipmaking capacity will make Intel's next-generation microprocessors -- the brains of personal computers and servers -- and will include both its Pentium 32-bit class of chip as well as its forthcoming 64-bit chip used in the most powerful of computers. Intel shares rose 4-1/8 to 114 in midafternoon trading on the Nasdaq while the Nasdaq fell 1.74 percent.