SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Sam Citron who wrote (58853)1/16/2002 11:12:11 AM
From: willcousa  Read Replies (1) | Respond to of 70976
 
I think in the intel capex case they either got some better pricing than they expected or they just couldn't push the project any faster. IMHO it was foolish to believe that intel would have a 2002 capex anything like that of 2001. The 2001 program - a move to 12" wafers and to .13 process - was an extraordinary event. We should be overjoyed that 2002 capex is as good as it is.