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To: advinfo who wrote (9574)	8/9/2000 12:55:52 AM
From: chic_hearne	Read Replies (2) \| Respond to of 436258

Re: AMAT Northstar, I agree with you. Answer these questions and then guess what AMAT's forward guidance will be: 1) How many Al fabs does Intel have? 2) How many Cu fabs does Intel have? 3) Are the other much smaller players getting ahead using Cu (IBM & AMD)? Of course this doesn't say shit about the cycle, but Intel is going to need to buying a TON of equipment over the next few years. Draw your own conclusions how the news will be taken... regards, chic