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To: Sam Citron who wrote (5813)	6/4/2003 3:15:51 PM
From: Return to Sender	Read Replies (2) \| Respond to of 13403

OT: I disagree Sam. Unless INTC raises capex in a fashion that it will positively effect AMAT then this current move for AMAT should be spent by the end of trading tomorrow. INTC is the leader in market cap in the semiconductor industry. How it spends its money is very influential on the semi equipment industry and by effect on the SOX and all associated stocks. If AMAT were still at 13.91 where I last was briefly long a while back then I would agree that no change in capex for INTC could actually be viewed as a non event. As it is AMAT is trading much higher than it was not too long ago and any excuse will be a good excuse to let some air out of this latest rush higher by the bulls. RtS