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

To: Cary Salsberg who wrote (45671)4/20/2001 6:09:43 PM
From: Math Junkie  Respond to of 70976
 
I see what you mean. That leaves only 32% to be spent in the second half, implying Q-over-Q reductions.

I wonder if Wall Street will pay much attention to the SEMI bookings figures due out? Most of the time they don't seem to react to it much.



To: Cary Salsberg who wrote (45671)4/23/2001 11:27:44 AM
From: Paul V.  Respond to of 70976
 
Cary, I would appear to me that if INTC is spending this amount of capital expenditure for the copper/12 inch wafer that other companies will have to play catchup or be left behind. Maybe, I am wrong in my assumptions. If I'm correct then amat should benefit from the competition.

Paul


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