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


To: orkrious who wrote (37865)10/4/2000 10:05:20 PM
From: FJB  Read Replies (1) | Respond to of 70976
 
Jay, I don't recall them giving guidance for fiscal '01 in previous calls. $2.3B is double this past year's spending.

Bob



To: orkrious who wrote (37865)10/5/2000 3:16:14 PM
From: FJB  Respond to of 70976
 
Jay, RE: MU cap. ex.

Apparently, MU has given prior guidance on 2001 cap. ex. and the number they reported yesterday was a 64% increase over the prior one.
Message 14520433