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

To: Jacob Snyder who wrote (54546)10/23/2001 10:18:58 PM
From: Gottfried  Respond to of 70976
 
Jacob, a year ago those forecasters still predicted increases in capex spending for 2001. They were totally wrong. Now, the spending for 2002 is unpredictable, yet they continue to predict. That is what they do and get paid for.

At the last cycle bottom SEMI orders were even lower than now - a bit under $500M.

I'll update the charts Thursday.

Gottfried



To: Jacob Snyder who wrote (54546)10/23/2001 11:58:03 PM
From: Cary Salsberg  Respond to of 70976
 
INTC hasn't formally announced a number. There are 2 "forecasts" out there, $4.5B by the "professionals" and 80-90% of $7.5B by INTC's CTO. I think "right" and "wrong" might be an overstatement.


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