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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (4897)	1/14/2003 6:54:35 PM
From: Road Walker	Read Replies (1) \| Respond to of 25522

Lizzie, Not an expert, and only half listening to the Intel CC. But Bryant did say that 50% of cap ex would be tools, the other 50% buildings and non semi manufacturing equipment (mentioned PC's). I think the implication was that with 300 mm and .90 (absorbing almost all of Intel cap ex), you have less land and building and office cost, more equipment cost as the percentage of total cap ex. Anyone that listened to the call more carefully, feel welcome to correct me. John