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

To: Jacob Snyder who wrote (58851)	1/15/2002 4:46:14 PM
From: advocatedevil	Read Replies (1) \| Respond to of 70976

Jacob, It's nitpicking, but good point. AdvocateDevil

To: Jacob Snyder who wrote (58851)	1/15/2002 4:54:36 PM
From: Sam Citron	Read Replies (1) \| Respond to of 70976

Based purely on guesswork and w/o any historical understanding of deviation between announced and actual capex, I would assume that capex announcement in Jan is only a rough estimate, subject to revision as conditions warrant. However, 75% is probably almost written in stone as fab changes are planned long in advance. As I mentioned earlier, I think there may also be some FUD factor, call it signaling.