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

To: Sam Citron who wrote (58792)	1/14/2002 4:06:08 PM
From: advocatedevil	Read Replies (1) \| Respond to of 70976

Sam, Yes, there was a reputable source who recently forecasted $7B for capex. I seem to recall it was one of the major Intel analysts, although I can't find my note on the estimate, sorry, but I'll keep looking. It caught my attention because I hadn't heard much about the capex number recently, but mostly because it was higher than I had previously read about. Perhaps someone else here recalls who made that call (Ashok Kumar, Dan Niles)? AdvocateDevil