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


To: Proud_Infidel who wrote (36449)8/9/2000 7:43:34 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 70976
 
Brian,

It seems to me that AMAT's current capability of $14-15B is very significant. If they are planning to go to $20B with a multi-year capital plan, I wonder if they are planing to get there by 2002.

Also, any information on the capital plan would certainly shed light on their estimates for duration and magnitude of this up cycle and their confidence level.

Did anyone hear anything more than what Brian posted?

Cary