SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Tony Viola who wrote (40594)12/7/2000 8:54:03 PM
From: Gary Ng  Respond to of 70976
 
Tony, Re: He said the reason was that some equip vendors could now deliver, in 2000, pieces that had been quoted for 2001. So, Intel will take delivery and spend the additional 500 million this year, rather than next

That effectively means some equipment vendors already seen some push out, not a good sign.

gary