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

To: advocatedevil who wrote (46799)	5/15/2001 10:51:25 PM
From: StanX Long	Read Replies (2) \| Respond to of 70976

Interestingly enough, a friend was again today asking about Intel's $7.5B capex spending and how much was going to AMAT. I responded, "shouldn't you be asking, just how much is left" ? The point being time has past since Intel's announcement, and what has been spent and to who is not as important as "what is left and who gets it". Just my thoughts Stan

To: advocatedevil who wrote (46799)	5/16/2001 10:29:32 AM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 70976

>>A significant market share win by AMD could put into question Intel's huge capex spending plans.<< I disagree. AMD will win market share away from Intel (or not), based on three factors: performance, availability, or price. Building more fabs improves both availability and price, and spending for advanced technology improves performance. That's why they call the chip industry a no-limit poker table. Outspending the other guy tends to be a very successful tactic. Katherine