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

To: FJB who wrote (14175)	1/5/1998 8:07:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Robert, you're too modest. An excerpt from the Intel capex article... Intel Corp. is expected to increase its spending on semiconductor capital equipment by 20% to $5.40 billion in 1998 compared to $4.50 billion in 1997, said analyst Bill McClean... Thank you for the link! GM

To: FJB who wrote (14175)	1/5/1998 8:13:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

This is some VERY GOOD news for the equipment sector and it came after the bell- wonder if we'll see an additonal upside bias in the coming days. INTC like always, is setting the pace for others to follow. Excerpt: Intel Corp. is expected to increase its spending on semiconductor capital equipment by 20% to $5.40 billion in 1998 compared to $4.50 billion in 1997, said analyst Bill McClean, president of IC Insights Inc., during a forecast presentation at an executive conference here today.