Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Katherine Derbyshire who wrote (58898)	1/16/2002 9:26:15 AM
From: michael97123	Read Replies (1) \| Respond to of 70976

Katherine, The more important question is what amat's other customers are planning. Many folks felt intels 2001 capex was much on the high side, given industry conditions. Some folks thought some other chipmakers capex too low. What do you think? What will amats other customers be doing? Mike

To: Katherine Derbyshire who wrote (58898)	1/16/2002 10:59:52 AM
From: Paul V.	Read Replies (2) \| Respond to of 70976

Katherine, I agree with you that some companies may not want to compete with INTC. However, they have to pick out their own nitch(sp). The question, is whether INTC will be just satisfied in their market of choose to expand into other markets. Since INTC will be able to produce more chips at lower economies, I can see them increasing their sphere of influence when they control their current market. From a marketing and economic basis I can not see how other companies can fail to compete in the long run. Paul