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

To: Jacob Snyder who wrote (54428)10/22/2001 7:31:00 PM
From: Cary Salsberg  Respond to of 70976
 
I read INTC @80-90% of last year (company said it was undecided) and TXN 2/3 of last year (2H01 was 1/2 of 1H01, if I remember correctly). I think this supports a "bottoming" with bookings still falling moderately.



To: Jacob Snyder who wrote (54428)10/22/2001 11:43:13 PM
From: Math Junkie  Respond to of 70976
 
"This contradicts what NVLS said recently, that bookings were still falling."

Not really. Remember, Rick Hill said in the conference call that chipmakers' capital investment levels had become "unsustainably low."


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