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

To: derek cao who wrote (14544)1/13/1998 10:40:00 AM
From: Big Bucks  Read Replies (2) | Respond to of 70976
 
Derek,
The link didn't indicate semiconductor spending for 98, where did
you get the info.
TIA

BB



To: derek cao who wrote (14544)1/13/1998 12:38:00 PM
From: Clarksterh  Read Replies (1) | Respond to of 70976
 
The fact that MOT sees $2.5B in semi equip spending in '98 is good, but not great since they spent about $2.5B last year. On the other hand Motorola has not had a great year - they are getting their clocks cleaned by Ericson, Nokia, Qualcomm, Intel/AMD/Cyrix, ... . So I would consider Mot's estimated growth to be below industry averages (outside of memory).

Clark


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